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Rating information (investment determination changes - part 1) = Bic Camera, Seria ETC.
◎Nomura Securities (3-tier system: Buy > neutral > Reduce) Bic Camera <3048.T> — Resumed "neutral", 1,670 yen K's HD <8282.T> — Resumed "neutral", 1,450 yen Yamada HD <9831.T> — Resumed "neutral", 490 yen ◎Daiwa Securities (5-tier system: 1 > 2 > 3 > 4 > 5) Seria <2782.T> — "3" → "2", 2,200 yen → 3,250 yen ◎Iwai Cosmo Securities (5-tier system: A > B+ > B > B- > C) Quick
<Rating Change Observation> Upgrade of new, quick / Seria, ETC.
◎ New and resumed ratings for Kakaku.com <2371.T> -- U.S. firms have given a middle rating of three levels. Quick <4318.T> -- Domestic mid-sized firms have given the top rating of five levels. Mercari <4385.T> -- U.S. firms have given a middle rating of three levels. Cyber <4751.T> -- U.S. firms have given the highest rating of three levels. Recruit Holdings <6098.T> -- U.S. firms have given the highest rating of three levels. ◎ Upgraded Seria <2782.T> -- Domestic major firms have rated it second in a five-level rating. Fukuoka REIT <8968.T> -- Internet firms have given the top rating of three levels. ◎ Downgraded Mitsubishi.
Rating [Securities companies rating]
Upgraded - Bullish Code Stock name Brokerage firm Previous After ------------------------------------------------------------ <8968> Fukuoka REIT SBI "Hold" "Buy" <2782> Seria Daiwa "3" "2" Downgraded - Bearish Code Stock name Brokerage firm Previous After ------------------------------------------------------------ <3481> Mitsubishi Logistics SBI "Buy" "Hold" <3492>
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.
The Growth 250 index fell for the first time in five days, with significant declines in the Emerging Markets on the 16th.
The Tokyo Stock Exchange Growth Market 250 Index fell for the first time in five days. Following the decline of U.S. stocks, Emerging Markets also faced a downturn. Cover <5253.T> led the drop with a significant decline. Taimi <215A.T> and BASE <4477.T> were also low. Grooving <277A.T> and Ai Robotics <247A.T> saw buying interest. In the standard market, Seria <2782.T> updated its high prices. Provided by Wealth Advisor Co.
Seria, SMBC Nikko has lowered the Target Price to 2,800 yen.
On the 8th, SMBC Nikko Securities maintained its investment rating of "2" (middle of three levels) for Seria <2782.T>. The Target Price has been reduced from 3000 yen to 2800 yen. An acceleration in the net increase of stores is awaited to reignite expectations for market share expansion. Provided by Wealth Advisor Co.
