"Nobuyuki Yamamoto's Premium Report": Mitsubishi Estate (8802)

This week, attention should be drawn to MITSUBISHI ESTATE <8802.T>, which has been lagging behind among the three major real estate companies. <Target of Activists> The number of publicly listed companies targeted by activists (vocal shareholders) is rapidly increasing. According to a survey, the number of funds acting as activists has risen by 80% over the past five years. The most common investment targets are companies with large real estate holdings or policy shareholdings, which account for the majority.

Kabushiki ShimbunMar 26 04:35 ET

The Nikkei average rose by 109 yen, continuing to increase but facing a heavy upper limit after the buying rush = 26 days before the close.

On the 26th, the Nikkei average index rose by 109 yen and 61 sen from the previous day to 37,890 yen and 15 sen, and the TOPIX (Tokyo Stock Exchange Index ETF) also increased by 5.02 points to 2,802.54 points, both continuing to rise. The Nikkei average reached 38,151 yen and 39 sen, up by 370 yen and 85 sen, at 9:42 AM, once again topping the 38,000 yen mark. On the 25th local time, the U.S. stock market saw both the Dow Inc and the Nasdaq Composite Index rise for the third consecutive day. Excessive concerns regarding tariffs on the U.S. economy have receded, leading to an increase in stock prices.

Kabushiki ShimbunMar 25 22:50 ET

Rating information (changes in investment determination - part 2) = Sony Group Corp, Bridgestone ETC.

◎Goldman Sachs Group Inc (three-tier Buy > Hold > Sell) Sony Group Corp <6758.T> - Resuming "Buy", 4,200 yen Bandai Namco <7832.T> - Resuming "Buy", 5,800 yen NINTENDO CO LTD <7974.T> - Resuming "Buy", 13,600 yen Capcom Co., Ltd. <9697.T> - Resuming "Buy", 4,300 yen Konami Group <9766.T> - Resuming "Buy", 20,000 yen OLC <4661.T> - Resuming "Hold", 3,300 yen LINE Yahoo <4689.T> -

Kabushiki ShimbunMar 25 20:55 ET

＜Rating Change Observation＞ Upgrade of Izumi and Bridgestone, downgrade of JFE HD, etc.

◎New and Resumed: Nexon <3659.T> -- U.S. company has a "Sell" rating (coverage resumed) Trichemical <4369.T> -- Domestic major company rated 2 out of 5 OLC <4661.T> -- U.S. company has a "Hold" rating (coverage resumed) LINE Yahoo <4689.T> -- U.S. company has a "Hold" rating (coverage resumed) Cyber <4751.T> -- U.S. company has a "Hold" rating (coverage resumed) Iwata Gin HD <5830.T> -- Internet company rated the highest level out of 3 Recruit HD <6098>

Kabushiki ShimbunMar 25 19:45 ET

Oriental Land Co. Announces Leadership Changes and Strategic Expansion

TipRanksMar 25 17:18 ET

Stocks that moved or were traded in the first half of the session.

*World <3612> 2642 +233 Mizuho Securities has raised the Target Price. *Naiwai Transline <9384> 4045 +340 The TOB price of 4065 yen by IA Partners continues to converge. *Japan Hume <5262> 2136 +144 The upward movement continues as a measure related to water pipes. *Peptidream <4587> 2173 +147.5 SBI Securities has raised the Target Price. *Rakuten Bank <5838> 6000 +369 Mo

Fisco JapanMar 12 01:00 ET