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TBS HD, NTV HD, etc. (additional) Rating
Upgraded - Bullish Code Stock Name Securities Company Previous Change After ------------------------------------------------------------ <4676> Fuji HD Nomura "Neutral" "Buy" Downgraded - Bearish Code Stock Name Securities Company Previous Change After ------------------------------------------------------------ <4293> Septeni
List of conversion stocks (Part 3) [List of parabolic signal conversion stocks]
○ List of stocks switching to Sell market Code Stock Name Closing Price SAR Main Board <6929> Nichi Ceramic 2612 2678 <6962> Daishinku 536553 <7011> Mitsubishi Heavy 22572485 <7013> IHI 82008983 <7092> FFJ 13901460 <7182> Japan Post Bank 14811545 <7309> Shimano Inc Unsponsored ADR 2090021890 <7322> Mitsu Sanju <
San-Ei Corporation Research Memo (3): Developing store sales focused on OEM from major clients represented by Muji and imported brands.
■Business Overview 1. Trends in the Furniture and Household Products Business San-Ei Corporation <8119> has its largest business segment in the Furniture and Household Products sector. This business has a high ratio of OEM, accounting for around 90% of revenue, and has grown alongside the business expansion of major clients such as Ryohin Keikaku. The revenue composition ratio from Ryohin Keikaku and its subsidiaries is 52.0% (for the fiscal year ending March 2024, total of all segments), indicating a significant presence. The company's own sales channels are expected to see further growth.
Sanei Corporation Research Memo (1): For the interim period ending March 2025, significant increases in revenue and profit are expected. The full year is also expected to see increases in revenue and profit, with Financial Estimates of operating income at
■Summary San-Ei Corporation <8119> has a history of 78 years and is a multifunctional trading company primarily dealing in high value-added products. It handles a wide range of everyday goods and engages extensively in the supply chain from manufacturing, import and export, to wholesale and retail. The company has 17 overseas bases and 29 directly operated retail stores in Japan. Its uniqueness is clear in dealing with high value-added products, such as the introduction of European brands into Japan and the OEM supply of products represented by Ryohin Keikaku <7453>. The revenue ratio of the OEM business accounts for about 70%.
J.P. Morgan Sticks to Their Buy Rating for Ryohin Keikaku Co (RYKKF)
Yokan HD, Casio, ETC (additional) Rating
Upgraded - Bullish Code Stock Name Brokerage Firm Previous After ------------------------------------------------------------- <3291> Iida GHD Morgan Stanley "Underweight" "Equal Weight" <9021> JR West Japan SMBC Nikko "3" "2" <9502> Chubu Electric Mizuho "Hold" "Buy" Downgraded - Bearish Code Stock Name Brokerage Firm Previous After ------------------------
