Mori Hills, Mitsubishi Motors, etc. (additional) Rating.
Upgraded - Bullish Code Stock Name Brokerage Firm Previous Change After --------------------------------------------------------- <6869> Sysmex Morgan Stanley "Equal Weight" "Overweight" Target Price Change Code Stock Name Brokerage Firm Previous Change After --------------------------------------------------------- <3234> Mori Hills Daiwa 1
The U.S. Missile System that angers China.
The new USA missile system deployed in the Philippines seems to put China's important military and commercial bases within striking range. This is reported to be a touchstone for President Trump's commitment that the USA will deter China's attacks on its allies in Asia. This is the first time since the Cold War that the US military has deployed such long-range ground-launched systems abroad. <7011>Mitsubishi Heavy Industries <7012>Kawasaki Heavy Industries <6503>Mitsubishi Electric Corp. Unsponsored ADR
Russia is buying time with the ceasefire agreement.
It is reported that President Trump acknowledged that his efforts for an early resolution to the war in Ukraine are not progressing as he hoped. Furthermore, it is reported that he pointed out that Russia seems to intentionally delay the USA-mediated ceasefire negotiations to extract further concessions from Western countries. <7011> Mitsubishi Heavy Industries <7012> Kawasaki Heavy Industries <6503> Mitsubishi Electric Corp. Unsponsored ADR <7270> SUBARU CORP Unsponsored ADR <7224> ShinMaywa.
China is promoting the growth of the commercial space industry.
[Space Business] China is reportedly promoting the growth of the commercial space industry to narrow the gap with Elon Musk's U.S. space development company, SpaceX. At least six Chinese-made rockets are designed with reuse in mind and are expected to make their first flight within the year. The Chinese government and local governments are injecting billions of dollars into private companies. <7203> Toyota <7721> Tokyo Instrument <2359> Core <3004> Shin-ei <3401> Teijin
F&LC, Denka, etc. (additional) Rating
Upgraded - Bullish Code Stock Name Securities Company Previous Change After----------------------------------------------------------------<6523> PHCHD Morgan S "Under W" "Equal W" <6869> Sysmex City "2" "1" <9020> JR East Nomura "Neutral" "Buy" Target Price Change Code Stock Name Securities Company Previous Change After----------------
Bandoh's core business is Auto Parts, focusing on the medium-term plan, with a PB below 1 and a Dividends yield of over 4%.
Bandō Chemicals <5195> is a manufacturer focused on Rubber Products, established in 1906, specializing in Rubber and Plastics. While the Auto Parts business is the core, it achieves sustainable growth in the Global market through the Industrial Materials business and high-performance elastomer products. The company's operations are classified into three core segments. The Auto Parts business (approximately 48.9% of Revenue Composition for the fiscal year 2023) is the largest pillar, including belts for auxiliary drives and CVT belts, among others, for automotive power transmission.