Japan Steel Works (5631) | Play Defense
JSW benefits from Japan's defense expansion, but overvaluation may be a concern as political optimism drives up prices ahead of fundamentals.
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JSW: Backlog 2× Sales, Nuclear Edge Drives Upside
Strong demand for JSW's forgings driven by nuclear restarts and record defense budgets, Q1 FY25 results show solid growth with margins lifted by...
302 Views
Japan Steel Works (5631 JP) – Steady Profit Growth, Nuclear Edge, and Premium Justified
JSW's strong earnings growth is driven by industrial machinery, strategic monopoly in nuclear forgings. Valuations are supported by visibility and...
417 Views
Japan Steel Works (5631) | Artillery Giant Reloads for Growth
JSW poised for growth in Japan's defense market with exclusive capabilities and energy expertise driving revenue surge.
443 Views
Japan: The New Takaichi Trade, SELL THE RIP!
Sentiment in Japan has reversed sharply showing strains in the JPY and JGB markets. The Nikkei 225 has retraced all its gains since the election...
293 Views