$645+ Bn Copper Products Markets - Global Forecast to 2035 With Mueller Industries, Wieland Group, Hailiang Group Dominating
Funds have shifted towards consumer-related stocks.
[Opening Comments on Stock Market] The Japanese stock market on the 13th started with an initial sell-off but is expected to shift towards a stance of targeting buying opportunities while assessing underlying resilience. On the 12th, the U.S. market saw the NY Dow drop by 669 points and Nasdaq fall by 469 points. Concerns grew that the evolution of artificial intelligence (AI) could pose a threat not only to the software sector but also spread across a wide range of industries. The CME Nikkei 225 futures were 705 yen lower than Osaka at 56,735 yen. The exchange rate stood at 152 yen 70 cents to the dollar.
Nissan Motor has upwardly revised its forecast for the fiscal year ending March 26, with an expected operating loss of ¥60 billion, improved from a previously projected loss of ¥275 billion.
Nissan Motor Co., Ltd. (7201) announced a revision to its earnings forecast for the fiscal year ending March 2026, revising its operating loss upward from 275 billion yen to 60 billion yen. This adjustment is attributed to structural reform costs associated with the 'Re:Nissan' management turnaround plan and potential additional expenses that may arise in the fourth quarter, the majority of which are non-cash items not involving cash outflows.
Mitsubishi Materials Lifts FY2026 Profit Outlook on Weaker Yen and Stronger Metals
Mitsubishi Materials 9-Mos Net Y36.39B Vs Net Y49.17B
Mitsubishi Materials Sees FY Net Y20.00B
Express News | [Test] Mitsubishi Materials Corp 5711.t 9-Mth Group Recurring Profit 61.16 Bln Yen (+7.6%), 2025/26 Forecast Profit 76.00 Bln Yen (+26.2%)
Express News | [Test] Mitsubishi Materials Corp 5711.t 9-Mth Group Operating Profit 27.38 Bln Yen (-15.2%), 2025/26 Forecast Profit 47.00 Bln Yen (+26.6%)
Mitsubishi Materials: Supplementary Explanation Materials for the Third Quarter Financial Results Ending March 2026
Mitsubishi Materials: Notice Regarding Revision of Performance Forecast
Mitsubishi Materials: Third Quarter Financial Results Briefing for the Fiscal Year Ending March 2026 [Japanese Standards] (Consolidated)
Kubota, Nippon Paper, and others [List of stock materials from newspapers]
- Mitsubishi Electric <6503> intensifies air conditioning market competition with energy-saving and spot cooling solutions amid rising summer heat (Nikkan Kogyo, front page). - Kubota <6326> expands revenue streams by entering the construction machinery market in the Philippines (Nikkan Kogyo, front page). - JR East <9020> implements measures following frequent transport disruptions; President Yoshiyuki Kise apologizes (Nikkan Kogyo, page 3). - Honda <7267> collaborates with a U.S. startup to develop next-generation SDV semiconductors (Nikkan Kogyo, page 8). - IDOM <7599> opens large-scale used car store in Hiroshima and Fukuyama (Nikkan Kogyo, page 8). - Mitsubishi Electric <650
Nissan, Sanrio, Seibu HD, and SoftBank Group (as of the 12th) (5029-9996).
※The above calendar is a tentative schedule and may be subject to change due to company circumstances. --------------------------------------- February 12 (Thursday) <5029> Circles <5034> unerry <5036> Nihon Vision Systems <5110> Sumitomo Rubber <5139> OpenWork <5161> Nishikawa Rubber <5244> jig.jp <5253> Cover <525
Analysts Update Expectations for Base Metals: Copper, Tin, and Aluminum to Continue Rising, Caution Against Blind Optimism
① Analysts forecast that copper, tin, and aluminum prices will rise by 20%, 16%, and 12% respectively this year, with robust market demand for these three metals; ② Meanwhile, the outlook for nickel, lead, and zinc is less strong, with price increases of only 4-5%; ③ The World Bank previously projected that base metal prices would strengthen in 2026 and 2027, but weaker-than-expected growth in major economies remains the biggest risk.
List of Converted Securities (Part 2) [List of Parabolic Signal Converted Securities]
List of Buy-Convertible Securities by Market: Code, Security Name, Closing Price SAR Tokyo Prime Market: <4204> Sekisui Chemical 2815 2667 <4205> Nippon Zeon 1943 1846 <4206> Aica Kogyo 3673 3461 <4215> Takiron Co. 868 868 <4272> Nippon Kayaku 1838 1700 <4275> Carlit Holdings 2355 2177 <4337> Pia Corporation 2692 2581 <4462> Ishihara Sangyo.
Afternoon session [Stocks that moved and stocks that were traded]
*Asahi Kasei <3407> 1594 +73: Upward revision of profit forecast for the fiscal year ending March 2026. *Kakaku.com <2371> 1874 -235.5: Operating income for the third quarter cumulative decreased by 4.2%, expanding from a 1.4% decline in the first half. *Sumitomo Corporation <8053> 6148 -182: Pre-tax income for the third quarter cumulative decreased by 1.0%, turning to a profit decline from a 12.9% increase in the first half. *Aoi Electronics <6832> 2482 -212: Operating income for the third quarter cumulative decreased by 43.8%, worsening from an 11.8% decline in the first half.
No need to fear the sharp decline in gold and silver prices! JPMorgan remains bullish, raising its year-end gold price forecast to $6,300 per ounce.
①JPMorgan raised its year-end 2026 gold price forecast to $6,300 per ounce, citing sustained demand from central banks and investors; ②Although the rise in gold prices has been too rapid, JPMorgan believes that actual demand for gold remains significantly higher than in the past and has not yet reached the tipping point where prices collapse under their own momentum.
Mitsubishi Materials: Interim Report
BofA's Hartnett: Only a "greater event" can end the "golden bull market."
An epic market turbulence caused a sharp drop in silver prices, but Bank of America's Hartnett explicitly stated: currency depreciation remains the fundamental trend! A weak US dollar is crucial to Trump’s political survival. Unless a 'catastrophic' event occurs, the gold bull market is unlikely to end.
Global markets hit by the 'Volcker Shock'! Precious metals suffer an epic collapse, the dollar surges strongly; Wall Street is trying to figure out: Is this new Fed chair 'friend or foe'?
Global markets experienced the "Warsh Shock" on Friday, with gold and silver recording their largest single-day declines in decades, while the US dollar surged. Kevin Warsh, once known as a staunch "inflation hawk," has recently advocated for interest rate cuts but remains preoccupied with balance sheet reduction. Wall Street is perplexed: "Who is the real Kevin Warsh?" On one hand, the market is gripped by liquidity contraction fears due to Warsh's strong advocacy for "balance sheet reduction"; on the other hand, it trusts his "market acumen" and ability to uphold central bank independence.