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Accommodation F, Sawai GHD, etc. (additional) Rating.
Upgraded - Bullish Code Stock Name Securities Company Previous Change After ----------------------------------------------------------- <4062> Ibiden Morgan Stanley "Underweight" "Equal Weight" Downgraded - Bearish Code Stock Name Securities Company Previous Change After ----------------------------------------------------------- <5711> Mitsubishi Mamoru
Rating information (changes in investment judgments - part 1) = Eni SpA, Ibiden ETC
◎Nomura Securities (3-tier system: Buy > Neutral > Reduce) Eni SpA <5032.T> -- New "Buy", target price 3,800 yen. <5253.T> -- New "Buy", target price 3,400 yen. ◎Morgan Stanley MUFG Securities (3-tier system: Overweight > Equal Weight > Underweight) Ibiden <4062.T> -- "Underweight" ➔ "Equal Weight", target price 3,750 yen ➔ 5,000 yen. Mitsubishi Materials <5711.T> -- "Equal Weight".
<Rating Change Observation> New - Eni SpA / Eisai upgraded, Mitsubishi Matsushita downgraded, ETC.
◎ New and resumed coverage of Eni SpA <5032.T> -- Major domestic firms cover at the highest level in three tiers <5253.T> -- Major domestic firms cover Mitsui E&S <7003.T> at the highest level in three tiers. ◎ Upgraded Ibiden <4062.T> -- A banking firm places it in the middle of the three tiers. Eisai <4523.T> -- A domestic mid-tier covers it at the highest level in three tiers (Target Price has been lowered). ◎ Downgraded Mitsubishi Materials <5711.T> -- A banking firm places it at the lowest level in three tiers. FP Partners <7388.T>
Blue Origin aims to launch rockets with reusability in mind.
[Space Business] Blue Origin, the space development company founded by Amazon's founder Jeff Bezos, has successfully launched its newly developed rocket aimed at reusability for the first time. It has been reported that Blue Origin is expected to fully enter the launch business with this new rocket. <7203> TOYOTA <7721> TOKYO KEIKI <2359> CORE <3004> SHIN-EI <3401> TEIJIN <3402> TORAY INDS INC <3524> NITTO MOUS <4202> DAI.
Fujii Dai's Research Memo (6): Promoting business efficiency, development of new products in growth areas, and Global expansion (2).
■ Fujidai <6167> Long-term Growth Strategy 3. "Contribution to a Decarbonized and Circular Society" The company possesses very excellent technology and manufacturing methods overall, but it appears that it has not been successful in uncovering customer needs, thereby missing opportunities for business expansion. The key will be whether it can accelerate business expansion by capturing customer needs, including those overseas, and expanding sales channels through M&A and partnerships.
Gold prices are expected to shine again according to Wall Street.
In 2024, there were hardly any investments as successful as Gold. Wall Street's "Gold Bugs" who favor gold investments are reportedly expecting prices to rise further in 2025. Analysts from JPMorgan, Goldman Sachs Group Inc, and Citigroup seem to have set target prices at $3,000. <5713> Sumitomo Metal Mining <5711> Mitsubishi Materials <5724> Asaka Riken <5857> Asahi HD <7456>
