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<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.
Obic, JT, ETC (additional) Rating
Upgraded - Bullish Code Stock Name Securities Company Previous After ---------------------------------------------------- <7013> IHI City "2" "1" Target Price Change Code Stock Name Securities Company Previous After ---------------------------------------------------- <2914> JT Morgan S 4550 yen 4600 yen <4506> Sumitomo Pharma.
<Rating Change Observation> New - JX Metal / IHI upgraded, SCSK downgraded, ETC.
◎New and resumed JX Metal <5016.T>――The US firm has upgraded it to the highest level in three tiers. ◎Upgrade IHI <7013.T>――The US firm has upgraded it to the highest level in three tiers. Toyota <7203.T>――The European Index firm has upgraded it to the highest level in three tiers. ◎Downgrade SCSK <9719.T>――The US firm has downgraded it to the middle tier (Target Price has been raised). Provided by Wealth Advisor Co.
Stock News Premium = MSCI Index, Ryohin Keikaku is also a candidate for adoption = May rebalancing.
The world's Institutions are moving to include Ryohin Keikaku <7453.T>, whose stock price has recently risen, as one of the candidates for the next regular review of the MSCI Index in May, which is used as a Commodity. Attention is also being drawn to the increase or decrease in the number of Japanese stocks included. <Is there a stop to the net reduction of Japanese stocks?> The MSCI Index undergoes regular reviews quarterly, and in the previous review in February, nine stocks were excluded (with the inclusion of one stock from Tokyo Metro <9023.T>). The number of Japanese stocks included stands at 183.
Stocks News Premium = Karrite, investing 8 billion yen in defense - for the commercialization of solid propellant products.
KALIT, specializing in explosives and chemical products, is significantly strengthening its defense sector. Approximately 8 billion yen is being invested into the commercialization of rocket fuel. There is still a strong sense of lag for defense-related Stocks, and a reassessment in the Stock market is anticipated. <Looking at 4.4 times sales growth in 10 years, leading medium-term plan> The company is the only manufacturer in Japan that produces ammonium perchlorate, a raw material used for fuel in rocket engines and Missiles. The domestically produced solid rocket boosters for H2, H3, and other main rockets are being developed.
JINSHD, Morinaga Milk, etc. (additional) Rating
Downgrade - Bearish Code Stock Name Brokerage Firm Previous Change After --------------------------------------------------------- <3479> TKP SMBC Nikko "1" "2" <4151> Kowa Kirin Daiwa "3" "4" <7272> Yamaha Motor Morgan Stanley "Overweight" "Equal Weight" Target Price Change Code Stock Name Brokerage Firm Previous Change After--------------------------------