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Petroleum resources, Sekisui House, etc. (Additional) Rating
Downgrade - Bearish Code | Stock Name | Securities Company | Previous | Revised | ------ | ----------------- | ----------- | --------- | --------- | <8058> | Mitsubishi Shoji | SMBC Nikko | "1" | "2" | Target stock price change code | Stock Name | Securities Company | Previous | Revised | ------ |---------------
Overseas, there has been a surge in liquid cooling-related stocks in anticipation of the new era of 'data centers'.
As interest in AI continues, investors are focusing on datacenters that serve as its foundation. In the stock market, a wide range of themes are being sought after, including semiconductors, electrical utilities, electrical construction, wires, air conditioning, and other themes with expected demand growth as datacenters increase and buying flows in. Among these, one theme that is likely to attract attention in the future is "liquid cooling (liquid-cooled or water-cooled)". It has great potential as a way to efficiently dissipate heat in datacenters, and major companies are moving into this field, seeing it as more efficient than air conditioning.
Including Morinaga Milk, Kewpie and so on (additional) Rating.
Upgrade- Bullish code | Stock name | Securities company | Previously | After change |--------|-----------------|-------------|--------------|------------|<2331>|ALSOK | Mizuho | "Hold" | "Buy" |<8242>|H2O Retail | Daiwa | "3" | ""
Companies such as Taihei Electric, Snow Brand Megmilk (Part 1)
<1518>Mitsui Matsushima Holdings Co., Ltd., Nomura Securities Co., Ltd. shareholding ratio 5.20% → 6.41%, disclosure obligation emergence date May 31, 2024 <1803>Shimizu Corporation, Nomura Securities Co., Ltd. shareholding ratio - → 5.07%, disclosure obligation emergence date May 31, 2024 <1968>TAIHEI Electrical Wire & Cable Co., Ltd., Nomura Securities Co., Ltd. shareholding ratio 8.46% → 7.31%, disclosure obligation emergence date May 31, 2024.
Rating [securities companies' ratings]
Upgraded - Bullish Code | Stock Name | Securities Company | Conventional | After Change |------|-----------|---------|---------|<7532>|Panpasi HD | Okasan | “Neutral” | “Bullish” |<1801>|Taiseiken |CLSA | “Cell” | “OutP” | Downgrade-Bearish Code|Stock Name |Securities Company |Conventional |After Change |---
Brands that moved the day before part 1 Birdman, Eyes, Lasertech, etc.
<コード>Stock name closing price on the 23rd ⇒ compared to the previous day Sony G <6758> 12885 +7524 management policy briefing session was held. Stock price reactions have been limited. Seibu Giken <6223> received an order of approximately 2.9 billion yen for a large-scale project for a lithium-ion battery manufacturing plant for 1582 +63 EVs. Birdman <7063> 1275 +109 product sales system ADOLOGI became an affiliate company applying the equity method. Carrier <6198> 378 +18 JR West Carrier is a human resources matching project
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