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Noboru Yamamoto's "Stock Research File": The big market for stocks with a PBR of less than 1 begins its second act, PART 5.
Recently, every time I meet with market participants, they ask, 'When will the Tokyo Stock Exchange announce its policy on parent-child listings?' It is understandable since I often discuss parent-child listings in this column and in speeches, but only the Tokyo Stock Exchange, as the party involved, can provide an accurate date. According to the materials from the Tokyo Stock Exchange's expert meeting (follow-up meeting) held on the 10th of last month, it is explicitly stated that 'an announcement will be made around the beginning of 2025.' On the other hand, MBO (management buyout) or complete subsidiary acquisitions by controlling shareholders.
NEC and Morgan MUFG Securities have resumed coverage with an "Overweight" rating.
Morgan Stanley MUFG Securities resumed coverage on NEC <6701.T> with a Bullish "Overweight" rating as of the 16th. The Target Price is 16,000 yen. There is progress in improving profitability, and the possibility of a Share Buyback is also considered. Provided by Wealth Advisor Co.
Telerology HD Research Memo (5): The Security department is deploying measures against cyber attacks, ETC.
The Security department is primarily operated by Constella Security Japan, providing CTI Security Services to combat threats such as information leaks due to cyberattacks and unauthorized access, selling and maintaining network security-related products (firewalls, intrusion detection and prevention, information leak prevention, etc.), selling and maintaining security authentication infrastructure (identifying service users on the network), and offering sales and maintenance of one-time password products for preventing fraudulent Trade.
Rating information (investment determine changes) = NEC, Sumitomo Rubbers ETC.
◎Morgan Stanley MUFG Securities (three stages: Overweight > Equal Weight > Underweight) NEC <6701.T> --- resuming "Overweight", 16,000 yen Okuma <6103.T> --- "Equal Weight" → "Overweight", 2,800 yen → 3,900 yen Presansu <3254.T> --- "Underweight" → "Equal Weight", 1,750 yen → 2,390 yen DMG Mori Seiki <6141.T> --- "Equal Weight".
<Rating change observation> New - Suzumo Machinery / Sumitomo Rubbers upgraded, DMG Mori Seiki downgraded, ETC.
◎ New and resumed NEC <6701.T> --- The Bank has been upgraded to the top tier of three levels (coverage resumed) Suzushikiko <6405.T> --- Domestic medium-sized companies have been upgraded to the top tier of three levels. ◎ Upgrade for Presance <3254.T> --- The Bank has been placed in the middle of the three levels. Sumitomo Rubbers <5110.T> --- Domestic quasi-major companies have been upgraded to the top tier of three levels. Okuma <6103.T> --- The Bank has been upgraded to the top tier of three levels. ◎ Downgrade for DMG Mori Seiki <6141.T> --- The Bank has been placed in the bottom tier of three levels. Ryohin Keikaku <7453.T> --- Domestic.
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.
