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Mebuki FG, Yonex ETC (additional) Rating
Upgraded - Bullish Code Stock Name Securities Company Previous Changed to ----------------------------------------------------------- <2607> Fuji Oil Morgan Stanley "Equal Weight" "Over Weight" <4502> Takeda Morgan Stanley "Equal Weight" "Over Weight" Downgraded - Bearish Code Stock Name Securities Company Previous Changed to -------------------------------------------
Kyudenko, Fujifilm, etc. (additional) Rating
Target Price Change Code Stock Name Securities Company Previous Change After----------------------------------------------<2503> Kirin HD JPM 2100 yen 2200 yen <4507> Shionogi JPM 2100 yen 2200 yen <4716> Japan Oracle Corp Morgan Stanley 11500 yen 12500 yen <6460> Sega Sammy HD Mizuho 3400 yen 3700 yen <7012> Kawasaki Heavy Industries City 8000 yen 10500 yen <9201> JAL
Oracle Corp Japan --- A significant rebound, expected to return to double-digit operating profit growth in the period from December to February.
Significant rebound. The third-quarter financial results were announced at the end of last week. The operating profit for the period from December to February was 22.3 billion yen, a 15.1% increase compared to the same period last year, marking a transition from a slight decline in profits from September to November to double-digit profit growth. The strong sales trend of cloud play is the background for this. Cumulative operating profit growth rate for the third quarter stands at 11.3%, which is seen as exceeding the market consensus of over 8% for the full year. NTT Data's full-scale cloud implementation is expected to contribute to performance after the 26.5 fiscal year.
Nomura Micro ETC [Stocks of interest seen from volume changes]
Closing price compared to the previous day Volume * <7709> Kubotech 188,217,601 00 * <7524> Marche 190,875,150 0 * <4495> iCubed 163,420,016 1000 * <7544> Three F 448,179,230 0 * <7831> Wilco HD 138,237,202 00 * <2055> Hiyori Industry 323,181,132 00 * <2778> Palemo HD 142,167,360 0 * <4412> Science Arts 736,501,193 00 * <
Yamato HD, upward revision for 25/3 net profit to 36 billion yen from 18 billion yen.
Yamato HD <9064> announced a revision of its financial estimates for the fiscal year ending March 2025. Net income has been revised upwards from 18 billion yen to 36 billion yen. As part of strengthening balance sheet management, it has resolved to carry out the transfer and leasing (sale and leaseback) of fixed assets. In connection with the transfer of fixed assets, a gain on the sale of fixed assets of 24.2 billion yen is expected to be recorded as special income. 【Positive Evaluation】 <6838> Tamagawa HD Revision | <3321> Mitachi Revision <940>
Uemura Industrial, Casio, etc. (additional) Rating
Upgraded - Bullish Code Stock Name Securities Company Previous Changed -------------------------------------------------------- <6963> Rohm Macquarie "Underperform" "Neutral" Target Price Changed Code Stock Name Securities Company Previous Changed -------------------------------------------------------- <2502> Asahi JPM 210