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Trump's tariffs against China and the appreciation of the yen are favorable winds for manufacturing and retail.
The high tariffs imposed by the Trump administration on China could reach an astonishing level of up to 245%. Even the 145% tariffs on mutual trade are expected to significantly impact trade, and there are indications that this situation could work to Japan's advantage in terms of SPA (Specialty Retail). As the production of products for the USA decreases in Chinese contract factories, excess production capacity becomes available at lower prices. Additionally, the strong yen leads to profit margins on imports in US dollars, benefiting related businesses, including 100 yen stores.
Watts: Revised semi-annual report - 31st period (2024/09/01 - 2025/08/31)
Fast Retailing, on August 25, upwardly revised operating profit to 545 billion yen from 530 billion yen.
Fast Retailing <9983> announced a revision of its financial forecasts for the fiscal year ending August 2025. The operating profit was revised upward from 530 billion yen to 545 billion yen. In the second quarter, the overseas Uniqlo business reported sales revenues of 1 trillion 14.1 billion yen, a 14.7% increase compared to the same period last year, and operating profit of 168.5 billion yen, an increase of 11.7%, marking a significant increase in both revenue and profit. Support for Uniqlo's core commodities is rising globally, allowing continued expansion of performance. In China, both revenue and profits have decreased. [Positive assessment] <3662> Ateam HD revision|
Key points of interest for PTS on the 10th = Fast Retailing, Haseko, Timee, ETC.
▽ Fast Retailing <9983.T> has revised its consolidated operating profit forecast for the fiscal year ending August 2025 from 530 billion yen to 545 billion yen (an 8.8% increase from the previous year). Additionally, the annual Dividends forecast has been raised from 450 yen to 480 yen (the previous year was 400 yen). ▽ Haseko <1808.T> has started a public tender offer for Wood F <8886.T>. ▽ Timee <215A.T> has formed a business partnership with a subsidiary of Watami <7522.T>. ▽ Part-Time Job T <2341.T> has announced its financial results for the fiscal year ending February 2025.
Watts: Semi-annual report - 31st period (2024/09/01 - 2025/08/31)
Watts: Confirmation letter
