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Stock News Premium = Due to US-China trade friction, soybean prices have fallen, benefiting the processing manufacturers.
In response to the USA's tariff increase on Chinese products, China has enacted a retaliatory measure imposing an additional tax of up to 15% on USA farm products, ETC. This has led to a decline in international market conditions, and some food companies may benefit from lower production costs. <Softening futures due to retaliatory tariffs> On the 10th, China introduced additional tariffs on 740 items including soybeans, cotton, and corn imported from the USA. Tariffs on wheat and corn have increased by 15%, while those on soybeans and pork have increased by 10%. There is a heightened sense of caution regarding trade friction.
Japan's Food Inflation Is Becoming Harder for BOJ to Overlook
Fujikko, Tokai Tokyo Securities has upgraded to "neutral".
On the 5th, Tokai Tokyo Securities upgraded the rating of Fujicco <2908.T> from Bearish "underperform" to neutral "neutral." The Target Price has been raised from 1,390 yen to 1,670 yen. Expectations are high for improvement in operating margin due to a unique Global Strategy starting from the fiscal year ending March 2026. Provided by Wealth Advisor Co.
Rating information (Target Price change - Part 2) = ExaWi, dely, etc.
◎ Mizuho Securities (three-stage: Buy > Hold > underperform) Exawave <4259.T>―― "Buy" → "Buy", 640 yen → 600 yen◎ Morgan Stanley MUFG Securities (three-stage: Overweight > Equal Weight > Underweight) Dely <299A.T>―― "Overweight" → "Overweight", 2000 yen → 2150 yen Nabtesco <6268.T>―― "Equal Weight" → "Equal Weight", 2400 yen →
Rating information (investment determination change - part 1) = Bic Camera, Fujicco ETC
◎ Morgan Stanley MUFG Securities (three tier - overweight > equal weight > underweight) Bic Camera <3048.T> - "underweight" → "equal weight", 1700 yen SMS <2175.T> - "overweight" → "equal weight", 3800 yen → 1400 yen ◎ Tokai Tokyo Securities (three tier - outperform > neutral > underperform) Fujikko <2908.T> - "underperform"
Rating [Securities company ratings]
Upgrades - Bullish Code Stock Name Securities Company Previous Change After ------------------------------------------------------------- <6472> NTN CLSA "Hold" "Outperform" <3048> Bic Camera Morgan Stanley "Underweight" "Equal Weight" <7729> Tokyo Precision Iwai Cosmo "B+" "A" <2908> Fujicco Tokai Tokyo "Underperform" "Neutral" Downgrades - Bearish Code Stock