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Resonac HD, Otsuka Corporation, etc. (additional) Rating
Upward revision - Bullish Code Stock Name Brokerage Firm Previous Change After --------------------------------------------------------- <4023> Kuraray Morgan Stanley "Underweight" "Equal Weight" <6965> Hotonics Morgan Stanley "Underweight" "Equal Weight" Downward revision - Bearish Code Stock Name Brokerage Firm Previous Change After -------------------------------------------
Morgan Stanley Sticks to Its Buy Rating for Kandenko Co., Ltd. (5EY)
The ability to meet U.S. electricity demand is aging.
It has been reported that whether the United States can win the AI development competition against China depends on whether the U.S. government supports the construction of a super high-voltage transmission grid that can transmit large amounts of electricity. While the AI boom has led to a surge in electricity demand, reports indicate that the U.S. ability to meet that demand is hampered by an aging infrastructure and a fragmented power grid. <5333> Gaishi <5801> Furukawa Electric <5802> Sumitomo Electric <5803> Fujikura.
Resort Trust, Kansai Electric Power Company, etc. (additional) Rating
Upgraded - Bullish Code Stock Name Brokerage Firm Previous Changed After--------------------------------------------------<9432> NTT SMBC Nikko "2" "1" <6506> Yaskawa Electric SMBC Nikko "2" "1" <6457> Glory Daiwa "3" "2" <6457> Glory Iwai Koss Corp "B+" "A" Downgraded - Bearish Code Stock Name Brokerage Firm Previous Changed After-----------------------
Rating information (Target Price change - Part 1) = Mitsukoshi Isetan, TBASE, etc.
◎Nomura Securities (three-tier rating: Buy > neutral > Reduce) Mitsukoshi Isetan <3099.T> -- "Buy" → "Buy", 3000 yen → 2850 yen Sumitomo Osaka <5232.T> -- "Buy" → "Buy", 4170 yen → 4300 yen IIJ <3774.T> -- "Buy" → "Buy", 3490 yen → 3230 yen Hoshizaki <6465.T> -- "Buy" → "Buy", 7400 yen → 6900 yen GS Yuasa <6674.T> -- "Buy" → "Buy".
"Noboru Yamamoto's Premium Report": Toenec (1946)
<Few undervalued, high Dividend yield parent-child listed related stocks> Despite the earnings report season being over, the parent-child listing dissolution trades continue to be popular. However, unlike before the earnings reports, there seems to be a focus on stocks with high Dividend yields or stocks that fall below a PBR (Price to Book ratio) of 1, as well as those targeted by 'activist Shareholders' among other popular GAINIANBANKUAI. On the 19th, major electric construction company Toenekku...
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