Mitsui Kinzoku: Q2 FY2025 Upgrade Resets Earnings Baseline; Engineered Materials Accelerate
​FY2025 operating profit upgraded, with strong growth expected in Engineered Materials and resilient Metals division, supported by buyback program.
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Mitsui Mining & Smelting (5706 JP): Navigating Cyclical Metals While Riding AI Materials Growth
​Engineered Materials segment, with AI/5G products like MicroThin™ and FaradFlex®, set for growth, balancing Metals segment weakness.Risks include...
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Asia Metals Outlook 2026: Scarcity Favours Gold, Copper, Aluminium
​Precious and energy-transition metals set to outperform bulks and hydrocarbons through 2026, with top Asia exposures including Zijin, Korea Zinc,...
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Japan Strategy Weekly | Thanksgiving Rally
​Japanese equities rebounded strongly this week, led by Toppan Printing's innovative products and Dalton's confidence in Anicom's growth potential.
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Japan Morning Connection: Tech Takes a Breather but Marvell Doubles Down with Announced Buyback
Global defense names did well after Trump's comments of support for Ukraine. Marvell jumped after management announced a $1bn accelerated buyback.
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