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As soon as the news of Japan easing tourist visas for people from China was released, local retail travel stocks surged immediately.
① The Japanese Foreign Minister, Toshimitsu Motegi, announced the relaxation of visa requirements for Chinese tourists to Japan, expected to be implemented in spring 2025. ② After the announcement, retail and tourism-related stocks in Japan rose, with J. Front Retailing Co. soaring by 8.38%, while Isetan Mitsukoshi Holdings and Takashimaya increased by 6.98% and 3.69%, respectively.
United Supermarket Holdings, North Kogyo Chemicals etc.
<3222> United Supermarket Holdings Co., Ltd. AEON Co., Ltd. Shareholding Ratio 1.24% → 18.11% Reporting Obligation Date 11/30/2024 <4992> Hokkou Chemical Industry Co., Ltd. Nomura Securities Co., Ltd. Shareholding Ratio 2.79% → 0.01% Reporting Obligation Date 11/28/2024 <5471> Datong Special Steel Co., Ltd. Nippon Steel Corporation Shareholding Ratio 7.14% → 5.00%
King Jim and other [buying needs for next week]
[Buy demand for next week (table)] Code; Brand; Stock price impact; Buy demand; Margin ratio; Closing price; Day before＜7678＞; Asakuma; 559%; 35,200; 0.47; 3,775; -70＜2404＞; Tetsujinka HD; 387%; 11,600; 1.19; 419; -2＜2937＞; Sankuzeru; 300%; 7,200; 0.37; 1,970; -2＜2930＞; Master of the North; 218%; 831,400; 1.42; 150; -1＜3222＞; USM
Driven by the weak yen, the consumer spending of tourists visiting Japan in the first 9 months has reached a new high.
①Driven by the weakness of the Japanese yen, Japan's tourism industry is extremely hot in 2024; ②Data shows that as of September, international tourists spent 5.86 trillion yen in Japan (equivalent to 39.27 billion US dollars); ③This exceeded the consumption record of 5.3 trillion yen set for the full year of 2023.
United Super Markets Holdings: Interim Report - 10th Period (2024/03/01 - 2025/02/28)
October 9th [Today's Investment Strategy]
[Fisco Selected Stocks] [Material Stock] Nakamoto Pax <7811> 1602 yen (10/8) Engaged in printing processing (gravure printing), lamination processing, coating processing, and molding processing. The company announced its first-half financial results. Operating profit increased by 53.0% year-on-year to 1.56 billion yen, exceeding the previous financial estimates of 1 billion yen. The increase in orders for smart phones and semiconductors, as well as strong sales of in-house products with high profit margins in the daily necessities category, contributed to this positive performance. "25 fiscal year February operating profit