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As soon as the news of Japan easing tourist visas for people from China was released, local retail travel stocks surged immediately.
① The Japanese Foreign Minister, Toshimitsu Motegi, announced the relaxation of visa requirements for Chinese tourists to Japan, expected to be implemented in spring 2025. ② After the announcement, retail and tourism-related stocks in Japan rose, with J. Front Retailing Co. soaring by 8.38%, while Isetan Mitsukoshi Holdings and Takashimaya increased by 6.98% and 3.69%, respectively.
China and Japan will introduce policies to facilitate tourism, and Japanese retail and tourism stocks have responded with an increase.
Retail and tourism-related stocks in Japan rose after the Chinese government and the Japanese government agreed to introduce more facilitation measures to promote mutual visits of tourists between the two countries.
List of conversion stocks (Part 3) [List of parabolic signal conversion stocks]
○ List of stocks switching to Sell market Code Stock Name Closing Price SAR Main Board <6929> Nichi Ceramic 2612 2678 <6962> Daishinku 536553 <7011> Mitsubishi Heavy 22572485 <7013> IHI 82008983 <7092> FFJ 13901460 <7182> Japan Post Bank 14811545 <7309> Shimano Inc Unsponsored ADR 2090021890 <7322> Mitsu Sanju <
K's Holdings Repurchases 942,400 Shares
Haseko, Nichiban, etc. (additional) Rating
Downgrade - bearish code stock name brokerage firm previous change after-----------------------------------------------<4911> shiseido company,limited sponsored adr Mizuho "buy" "hold" <5802> Sumitomo Electric Mizuho "buy" "hold" <9684> Square Enix HDS MB Nishikawamatsu "1" "2" target stock price change code stock name brokerage firm previous change after-----------------------------------------------
Senshin Electric Research Memo (3): Osaka-based regionally-oriented service deployment as a strength for electronics retailers (2)
■Company Overview of Joshin Denki <8173> 2. Business Overview, Market Trends, Competitive Comparison The company operates a single business of retailing consumer electronics and related services such as commodity etf. Below, we would like to discuss the differences in sales channels, revenue by product category, revenue by prefecture, and store opening strategies compared to other major electronics retailers. (1) Sales Channels (Response to the consumer electronics e-commerce market) Looking at the revenue ratio by sales channel in the second quarter of the fiscal year ending March 2025, store sales account for 82.3%, online sales account for 17.7%.
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