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Trump's tariffs against China and the appreciation of the yen are favorable winds for manufacturing and retail.
The high tariffs imposed by the Trump administration on China could reach an astonishing level of up to 245%. Even the 145% tariffs on mutual trade are expected to significantly impact trade, and there are indications that this situation could work to Japan's advantage in terms of SPA (Specialty Retail). As the production of products for the USA decreases in Chinese contract factories, excess production capacity becomes available at lower prices. Additionally, the strong yen leads to profit margins on imports in US dollars, benefiting related businesses, including 100 yen stores.
The Growth 250 index fell for the first time in five days, with significant declines in the Emerging Markets on the 16th.
The Tokyo Stock Exchange Growth Market 250 Index fell for the first time in five days. Following the decline of U.S. stocks, Emerging Markets also faced a downturn. Cover <5253.T> led the drop with a significant decline. Taimi <215A.T> and BASE <4477.T> were also low. Grooving <277A.T> and Ai Robotics <247A.T> saw buying interest. In the standard market, Seria <2782.T> updated its high prices. Provided by Wealth Advisor Co.
Seria, SMBC Nikko has lowered the Target Price to 2,800 yen.
On the 8th, SMBC Nikko Securities maintained its investment rating of "2" (middle of three levels) for Seria <2782.T>. The Target Price has been reduced from 3000 yen to 2800 yen. An acceleration in the net increase of stores is awaited to reignite expectations for market share expansion. Provided by Wealth Advisor Co.
Rating information (Target Price change) = Fujifilm, Seria ETC
◎ Daiwa Securities (5 levels: 1 > 2 > 3 > 4 > 5) Fujifilm <4901.T> -- "2" → "2", 4,500 yen → 3,600 yen ◎ SMBC Nikko Securities (3 levels: 1 > 2 > 3) Seria <2782.T> -- "2" → "2", 3,000 yen → 2,800 yen ◎ Mizuho Securities (3 levels: Buy > Hold > underperform) Shimamura <8227.T> -- "Buy" → "Buy", 9,400 yen → 10,300 yen ◎ Tokai Tokyo Securities (3 levels: outperform > neutral > underperform)
Key points of focus for the PTS on the 7th = Shochiku, Kojima, Japanias ETC.
▽ Japanias <9558.T> announced its financial results for the first quarter of the fiscal year ending November 2025 (from December 2024 to February 2025). The standalone operating profit increased by 50.6% year-on-year to 221 million yen. Both onsite development support services and contract development services in the advanced engineering business have increased their revenue. ▽ Intellex <8940.T> announced its cumulative financial results for the third quarter ending May 2025 (from June 2024 to February 2025). The consolidated operating profit was 1.834 billion yen (compared to 165 million yen in the same period last year).
Onward HD ETC [Stocks with an Interesting Flavor Based on Volume Changes]
Stock closing price compared to the previous day Volume*＜8016＞Onward HD 544274253400*＜2039＞Crude oil bear 98941279775*＜2782＞Seria 2619153915100
