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Seria, Daiwa Securities has raised the Target Price to 3,250 yen.
On the 24th, Daiwa Securities upgraded its investment rating for Seria <2782.T> from "3" (third place in a five-tier system) to "2" (the second highest). The Target Price was raised from 2,200 yen to 3,250 yen. Sales growth is expected due to increased Share through maintaining the 100 yen uniform pricing. Provided by Wealth Advisor Inc.
Asahi, Ajinomoto ETC (additional) Rating
Upgraded - Bullish Code Stock Name Securities Company Previous Change After ------------------------------------------------------ <2782> Seria Daiwa "3" "2" Target Price Change Code Stock Name Securities Company Previous Change After ------------------------------------------------------ <2502> Asahi SMBC Nikko 2000 yen 2400 yen <2802> Aji no.
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.
