No Data
MonotaRO, Daio Paper, ETC (additional) Rating
Upgrades - Bullish Code Stock Name Broker Previous After ------------------------------------------------------------- <1911> Sumitomo Forestry SMBC Nikko "2" "1" <4062> Ibiden Morgan Stanley "Equal Weight" "Over Weight" <5333> Gaishi Mizuho "Hold" "Buy" Downgrades - Bearish Code Stock Name Broker Previous After ---------------------------
Rating information (Target Price change - Part 2) = Kakaku.com, JACR, ETC.
◎ Mizuho Securities (three-tiered: Buy > Hold > underperform) Kakaku.com <2371.T> --- "Buy" → "Buy", 2900 yen → 2600 yen KH Neochem <4189.T> --- "Buy" → "Buy", 2700 yen → 3200 yen Takeda Pharmaceutical <4502.T> --- "Buy" → "Buy", 5350 yen → 5400 yen Omron <6645.T> --- "Buy" → "Buy", 7000 yen → 6700 yen Panasonic <6752.T> --- "Buy" → "Buy", 2160 yen
OMRON Automation to Showcase Latest AI-Driven AOI Technology at IPC APEX 2025
＜Individual Stock Trends＞ Mariichi Pipe, Elan, Habix, Omron, Innotech = 12 days before the market.
Maruichi Pipe <5463.T> - Continues to sell part of its investment securities and upwardly revises the Financial Estimates for consolidated net profit for the fiscal year ending March 2025. Elan <6099.T> - Expects significant profit growth for the fiscal year ending December 2025 and plans to increase the year-end total Dividends estimate to 15 yen (previous period's result was 13 yen). Habix <3895.T> - Raises Financial Estimates for consolidated profit for the fiscal year ending March 2025. Omron <6645.T> - Consolidated financial results (in accordance with USA accounting standards) for the cumulative third quarter of the fiscal year ending March 2025 (April-December 2024) show net.
Iida GHD, Atmospheric Corporation, ETC (additional) Rating
Upgrade - Bullish Code Stock Name Brokerage Firm Previous Change After ---------------------------------------------------- <6752> Panasonic HDGS "Hold" "Buy" Target Price Change Code Stock Name Brokerage Firm Previous Change After -------------------------------------------------------------- <1979> Daiki Company Nomura 5300 yen 5400 yen <28
The desire to Buy on dips related to AI is strong.
[Stocks Opening Comment] The Japanese stock market on the 12th started with buying but is likely to gradually show a sense of stagnation. The US market on the 11th saw the Dow Jones Industrial Average up by 123 points, while the Nasdaq was down by 70 points. Following President Trump's signing of an executive order imposing a 25% tariff on Iron & Steel and Aluminum, there were concerns about worsening trade friction that led to initial selling. Additionally, Federal Reserve Chairman Powell testified at the Senate Banking Committee hearing, stating that there is an urgent need for a rate cut.