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Stocks that moved and those that were traded in the front market.
*Toyota Industries Corporation <6201> 16225 - reports suggest consideration for privatization of stocks. *Aichi Steel Corporation <5482> 8840 +1200 recognized for last period's double-digit profit increase and significant dividend increase plan this period. *Kinden Corporation <1944> 3838 +417 this period's guidance exceeds consensus. *Mitsui E&S Holdings <7003> 1857 +199 reports indicate the Trump administration's request for Japan for dual-use shipbuilding, regarded as a buying opportunity. *Anritsu Corporation <6754> 1401.5 +122 exceeds expectations.
＜Today's materials and promising stocks＞ The U.S. government is requesting shipbuilding investments from Japan - check related stocks.
It has been reported that the U.S. government is requesting investment in shipbuilding on the West Coast of the U.S. from Japanese companies, as well as seeking to jointly construct commercial vessels that can be converted for military use. U.S. Navy Secretary Frank Kendall will visit Japan and convey this in meetings with Defense Minister Nobuo Kishi and others. Companies involved in naval vessels such as Mitsubishi Heavy Industries <7011.T>, Kawasaki Heavy Industries <7012.T>, and IHI <7013.T>, which has shares in JM, along with shipbuilding-related Mitsui E&S <7003.T>, J-Engine <6016.T>, Hanshin <6018.T>, and others.
Furuno Electric, Iwai Cosmo Securities downgraded to 'B+'.
On the 15th, Iwai Cosmo Securities downgraded the investment rating of Furuno Electric <6814.T> from "A" (the highest level of five) to "B+" (the second-highest level). It is believed that the strong yen will have an impact in the fiscal year ending February 2026. On the other hand, the Target Price has been raised from 2,450 yen to 2,650 yen. Provided by Wealth Advisor Co.
Rating information (investment determination changes - Part 1) = Bridgestone, Hakuhodo DY, etc.
◎ SMBC Nikko Securities (3 levels: 1 > 2 > 3) Bridgestone <5108.T> -- "2" → "1", 6,600 yen → 6,700 yen ◎ Tokai Tokyo Securities (3 levels: outperform > neutral > underperform) Hakuhodo DY <2433.T> -- New "neutral", 1,030 yen ◎ Iwai Cosmo Securities (5 levels: A > B+ > B > B- > C) Furuno Electric <6814.T> -- "A" → "B+", 2,450 yen → 2,650 yen Provided by: Wealth Advisor Co.
<Rating Change Observation> New rating: Hakuhodo DY / Bridgestone upgraded, Tokyu Fudosan HD downgraded, ETC.
◎ New/Restart Hakuhodo DY <2433.T> - Domestic medium-sized firm in the middle of three levels. ◎ Upgrade Bridgestone <5108.T> - Domestic large company at the top of three levels. Rohtec <6323.T> - Domestic mid-sized firm at the second place of five levels. ◎ Downgrade Tokyu Fudosan HD <3289.T> - Foreign-affiliated company in the middle of five levels. Cosmos Pharmaceutical <3349.T> - Foreign-affiliated company in the middle of three levels (Target Price raised). OSG <6136.T> - Domestic medium-sized firm in the middle of three levels. Furuno Electric <6814.T>
Rating [Securities companies rating]
Upgraded - Bullish Code Stock Name Securities Company Previous Change After ----------------------------------------------------------- <5108> Bridgestone Corporation Unsponsored ADR SMBC Nikko "2" "1" Downgraded - Bearish Code Stock Name Securities Company Previous Change After ----------------------------------------------------------- <3289> Tokyu Fudosan HD CLSA "
