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Stock of interest at 10 AM = Expectations for full contribution from the new subsidiary, and attention is also on shareholder returns -- Seino HD.
Monitoring Seino Holdings Co., Ltd. <9076.T>. The MD Logistics (formerly Mitsubishi Electric Logistics) that was made a consolidated subsidiary in October 2024 is a strong candidate. MD Logistics excels in high-specialty Logistics and has set "Expansion of Logistics for Defense, Space, and Infrastructure Business" as one of its medium to long-term strategies. The shipping, arrangement, and loading/unloading operations of defense products are thought to require specialized skills and special Autos due to their confidentiality, making it easy to envision continued orders from established contractors. Entry into this business line is anticipated.
List of cloud breakout stocks (Part 2) [Ichimoku Kinko Hyo - List of cloud breakout stocks]
○ List of stocks under cloud break market Code Stock Name Close Price Leading Span A Leading Span B Tokyo Main Board <1333> Maruha Nichiro 3064 3113 3082 <1379> Hokuotsu 1852 1887.5 1855 <1873> Japan House HD 3203 30.75 325 <2201> Morinaga Confectionery 2487 2524.25 2645.5 <2613> J-Oil 2010 2018.75 2056.5 <
List of conversion stocks (Part 6) [Parabolic signal conversion stock list]
○ List of stocks for buy change in the market Code Stock Name Closing Price SAR Tokyo Stock Exchange Main Board ＜8079＞ Shoei Foods 4145 3750 ＜8091＞ Nichimo 18981659 ＜8097＞ San-Ai Oburi 16451478 ＜8111＞ Goldwin 80827136 ＜8113＞ Unicharm Corporation Sponsored ADR 12321152 ＜8125＞ Wakita 16951497 ＜8130＞ Sangetsu 28412608 ＜8
Economic measures equivalent to those during the COVID-19 pandemic, focusing on consumption tax reduction, grants, and control of gasoline prices.
In response to the high tariff policy of the Trump administration, Prime Minister Ishiba expressed that he is considering economic measures comparable to those for the new coronavirus. Options such as the strongly requested reduction of the consumption tax, as well as subsidies for cash benefits and gasoline expenses, have emerged. Prominent stocks have been searched from each GAINIANBANKUAI. <Consumption Tax Reduction> Rising in ready-to-eat sweets, the momentum for reducing the consumption tax is rising not only among the opposition but also within the ruling party recently. Although Prime Minister Ishiba has yet to abandon his cautious stance, the effect of boosting support ratings is.
Rating information (investment decision change - part 1) = Seino HD, TOPPAN ETC.
◎Nomura Securities (3-tier system: Buy > Neutral > Reduce) Seino HD <9076.T> - Resumed at "Neutral", 2350 yen ◎SMBC Nikko Securities (3-tier system: 1 > 2 > 3) TOPPAN <7911.T> - "2" to "1", from 4200 yen to 5200 yen ◎Tokai Tokyo Securities (3-tier system: Outperform > Neutral > Underperform) AirTrip <6191.T> - "Outperform" to "Neutral", from 1800 yen to 1100 yen Provided by:
<Rating Change Observation> New Kusu riaoki / TOPPAN upgrade, Alps A downgrade, ETC.
◎ New and resumed coverage of Welcia H <3141.T> -- U.S. firm places it in the middle of three tiers. Kusuriya Oki <3549.T> -- U.S. firm places it at the top of three tiers. Komatsu <6301.T> -- U.S. firm rates it as "Hold" (resume coverage). Hitachi Construction Machinery <6305.T> -- U.S. firm rates it as "Hold" (resume coverage). Seino HD <9076.T> -- Domestic major places it in the middle of three tiers (resume coverage). ◎ Upgrade of F&LC <3563.T> -- Foreign firm places it at the top of five tiers. Gaishi <5333.T>.
