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Rating information (investment decision changes - part 1) = Toyota, N-X-H-D, ETC
◎ Tokai Tokyo Securities (3-tier system: outperform > neutral > underperform) Toyota Tsusho <7282.T> --- "neutral" to "outperform", from 2960 yen to 3100 yen. ◎ Iwai Cosmo Securities (5-tier system: A > B+ > B > B- > C) NXC <9147.T> --- new "A", 3200 yen. Mitsui O.S.K. Lines <9104.T> --- new "B+", 5800 yen. ◎ Mito Securities (5-tier system: A > B+ > B > B- > C) ASICS <7936.T> --- new "A".
<Rating Change Observation> New articles, Nippon Ham, Increase in Leopalace/Pigeon rating, etc.
New and resuming scores: - Primar <2281.T> - U.S. firms are in the middle of three tiers. - Nippon Ham <2282.T> - U.S. firms are at the top of three tiers. - Itoham Yonekyu <2296.T> - U.S. firms are in the middle of three tiers. - Asics <7936.T> - Domestic mid-sized companies are at the top of five tiers. - Leopalace <8848.T> - Internet companies are at the top of three tiers. - Mitsui O.S.K. Lines <9104.T> - Domestic quasi-large companies are in second place of five tiers. - NX HD <9147.T> - Domestic quasi-large companies are at the top of five tiers. - Toho <9602.T>.
NTT Data G, Bank of the 114th, ETC.
*NTT Data G <9613> to connect India and Southeast Asia with an optical submarine cable, expected to be operational by June (Nikkan Kogyo, Front Page) -○* The 114 Bank <8386> has agreed to a comprehensive partnership with Nomura Securities for Brokerage of financial products in the Seto Inland Sea (Nikkan Kogyo, Page 3) -○* Tokyo Electric Power HD <9501> requests additional assistance of 1.9 trillion yen from the government, announces a provisional reconstruction plan (Nikkan Kogyo, Page 3) -○* Yamazen <8051> expands its Southeast Asia base, with Overseas revenue up 1.5 times, adding 200 engineers and sales staff (Nikkan Kogyo, Page 4) -○* Ryobi
"Noboru Yamamoto's Premium Report": J Engine (6016)
<The impact of special ship demand on performance has changed significantly> This week, attention should be focused on Japan Engine Corporation (= J Engine, 6016) as a company related to shipbuilding and defense. It is a major manufacturer of large diesel engines for ships, formerly known as Kobe Diesel. The company changed its name after merging with Mitsubishi Heavy Industries <7011.T> shipbuilding engine business in 2017. Due to the sharp rise in shipping rates caused by the COVID-19 pandemic, a shipbuilding boom is currently underway, along with demands for increased defense spending from the Trump administration (during the first Trump administration for G.
The Nikkei average rose by 25 yen, a slight rebound, with over 70% of Main Board stocks rising = afternoon of the 12th.
On the 12th, the Nikkei average index in the afternoon session rose slightly by 25.98 yen from the previous day, closing at 36,819.09 yen. The TOPIX (Tokyo Stock Price Index) increased by 24.19 points to finish at 2,694.91 points, rising for the first time in four days. Although the Nikkei average started lower in the morning, buying interest strengthened afterward, peaking at 36,956.33 yen with a gain of 163.22 yen at 9:25 AM. The rise in U.S. stock market index Futures during Extended hours trading also provided support.
Nikkei Average rises by 105 yen, with a retreat of excessive risk aversion leading to a sense of value = 12 days before the market opens.
Twelve days ago, the Nikkei average stock price rebounded to 36,898.83 yen, up 105.72 yen from the previous day. The TOPIX (Tokyo Stock Exchange Index) rose by 25.14 points to 2,695.86 points, marking its first increase in four days. Although the Nikkei average started softly in the negative zone, buy interest strengthened thereafter, with a notable rise as it reached 36,956.33 yen at 9:25 AM, up 163.22 yen. Early in the morning, sales followed the drop in US stocks on the 11th.