Mitsui Mining: New Smartphone Clients for Microthin HDI Circuit Boards to Drive Growth
Mining & Smelting Co (5706 JP) has been the best performer among the smelters since the start of 2017, up 64.5% as its engineering segment...
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SMM: Forecast 25% Below Consensus Is Not THAT Conservative
SMM reported CP of JPY125bn for FY03/18, more or less in line with consensus at JPY126.4bn. At the time the company raised its guidance to JPY89bn...
208 Views
Yasunaga/Hirata/SMM:Â Up 14, 10 and 7%%Â - EV Battery Names Surging for Various Reasons
We have discussed Yasunaga Corp (7271 JP) a couple of times, noting that the company has been highly conservative with its earnings guidance in the...
321 Views
Dowa Holdings: 2Q Results In-Line but Silver Powder Recovery, Zinc and Indium Prices Are Positive
Dowa Holdings Co Ltd (5714 JP) reported 2Q results of JPY108.2bn revenue (consensus JPY111.6bn), JPY6.4bn OP (consensus JPY7.4bn), current profit...
325 Views
SMM: 2Q Results Look Weak Due to Various One-Offs, Underlying Trend Positive, Still Expensive Though
SMM boosted its current profit outlook from JPY97bn to JPY90bn after reporting 1H current profit of JPY46.3bn. This was JPY6.7bn below the...
324 Views