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U.S. retail revenue saw a significant increase for the first time in two years, with a rush of demand in Autos.
In March, U.S. retail revenue saw an increase of 1.4% from the previous month (up 0.2% in February), marking the largest rise in two years. This surge in automobile sales contributed to the increase. It seems that consumers hurried to make purchases before tariffs on Autos were raised. <7201> Nissan <7202> Isuzu <7203> Toyota <7211> Mitsubishi <7261> MAZDA MOTOR CRP <7267> Honda <7269> Suzuki <7270>
Isuzu has signed a partnership contract with Fujitsu to strengthen the development of commercial SDVs.
Isuzu <7202.T> announced on the 15th that it has entered into a partnership agreement with Fujitsu <6702.T> to solve challenges in the logistics industry such as efficiency and achieving Carbon Neutrality, focusing on the characteristics of commercial mobility to strengthen the development of competitive software-defined vehicles (commercial SDVs). In the future, each will utilize their strengths in Commercial Vehicles and digital know-how and assets to establish a development system appropriate for the era of software updates.
The leaders of Japan and the United States held a phone conference to begin tariff negotiations.
On the night of the 7th, Prime Minister Ishiba held a phone call with President Trump of the USA. It has been reported that they confirmed the designation of responsible ministers and will engage in bilateral discussions regarding tariff measures. U.S. Treasury Secretary Bessent mentioned that Japan is likely to obtain a preferential status among about 70 countries and regions seeking tariff negotiations with the USA, which may raise expectations for progress in the discussions. <7201> Nissan <7202> Isuzu <7203> Toyota <7211> Mitsubishi
Mebuki FG, Yonex ETC (additional) Rating
Upgraded - Bullish Code Stock Name Securities Company Previous Changed to ----------------------------------------------------------- <2607> Fuji Oil Morgan Stanley "Equal Weight" "Over Weight" <4502> Takeda Morgan Stanley "Equal Weight" "Over Weight" Downgraded - Bearish Code Stock Name Securities Company Previous Changed to -------------------------------------------
Rating information (target change) = Mebuki FG, Yonex, ETC.
◎Nomura Securities (3-tier system: Buy > Neutral > Reduce) Mebuki FG <7167.T> --- "Buy" → "Buy", 690 yen → 830 yen ◎SMBC Nikko Securities (3-tier system: 1 > 2 > 3) Yonex <7906.T> --- "1" → "1", 2300 yen → 2700 yen Mizuno <8022.T> --- "1" → "1", 3833 yen → 3700 yen UBE <4208.T> --- "2" → "2", 2800 yen → 2250 yen Goldwin <8111.T> --- "2"
Isuzu Motors To Go Ex-Dividend On March 28th, 2025 With 46 JPY Dividend Per Share
March 27th (Japan Standard Time) - $Isuzu Motors(7202.JP)$ is trading ex-dividend on March 28th, 2025.Shareholders of record on March 31st, 2025 will receive 46 JPY dividend per share. The ex-