In today’s briefing:
- Kohsoku Corp (7504 JP): Q1 FY03/26 flash update
- Eni S.p.A.: Growth in Renewable Energy Capacity & Strategic LNG Developments Powering Our Optimism!
- Dow Inc.: How Are They Capitalizing On The Structural Cost Advantage from Natural Gas-Based Feedstocks in North America?
- RPM International: Expansion in Consumer & Innovative Product Categories To Up Their Game!
- Baker Hughes Eyes Chart Industries: A $13.6 Billion Bet On LNG & Digital Power
- Chugoku Marine Paints (4617 JP): Q1 FY03/26 flash update
- Teck Resources: Is The Robustness In The Zinc Business Here To Stay?
- [ETP 2025/31] WTI Climbs While Henry Hub Swings; Shell Beat Estimates; Aramco Bets on AI
- Forge Resources Corp – Mining Monthly: July Edition
- Ovintiv Demonstrates How Strategic Rig Cuts Are Fueling Smarter, Leaner Growth!
Kohsoku Corp (7504 JP): Q1 FY03/26 flash update
- Revenue increased by 14.0% YoY to JPY30.6bn, with operating profit up 16.1% YoY to JPY1.1bn.
- Core product revenue grew: food product containers by 19.8% YoY, films and laminates by 11.4% YoY.
- Gross profit reached JPY6.1bn (+15.9% YoY), with SG&A expenses totaling JPY5.0bn (+15.9% YoY).
Eni S.p.A.: Growth in Renewable Energy Capacity & Strategic LNG Developments Powering Our Optimism!
- Eni’s recent financial performance and strategic movements highlight a well-rounded approach to growth and diversification within the energy sector.
- Focusing primarily on upstream operations, the company has demonstrated tangible growth in production and resource acquisition.
- In the first half of 2025, Eni discovered approximately 600 million barrels of oil equivalent in new resources, with significant activity in Namibia, Ivory Coast, and Norway.
Dow Inc.: How Are They Capitalizing On The Structural Cost Advantage from Natural Gas-Based Feedstocks in North America?
- Dow, a prominent player in the global chemical industry, faced a challenging second quarter amidst a prolonged market downturn intensified by trade and geopolitical uncertainties.
- The company reported a net sales decline of 7% year-over-year to $10.1 billion, with all operating segments experiencing setbacks.
- This was compounded by a 50% reduction in core earnings, marking a significant impact on profitability.
RPM International: Expansion in Consumer & Innovative Product Categories To Up Their Game!
- RPM International’s fiscal fourth-quarter and full-year 2025 financial results underscore both its strategic advancements and ongoing challenges within a complex economic backdrop.
- The company’s transition to a three-segment operating structure and the execution of its MAP 2025 initiatives have drove record levels in sales, adjusted EBIT, and adjusted EPS.
- This performance is attributed to top-line growth, operational efficiencies, and volume increases in sectors like high-performance building solutions and maintenance services.
Baker Hughes Eyes Chart Industries: A $13.6 Billion Bet On LNG & Digital Power
- Baker Hughes is reportedly nearing a $13.6 billion all-cash acquisition of Chart Industries, potentially derailing Chart’s previously announced all-stock merger with Flowserve.
- The proposed deal, which values Chart at $210 per share—a 22% premium to its latest closing price—marks a significant strategic pivot by Baker Hughes toward enhancing its footprint in liquefied natural gas (LNG), nuclear energy, and digital infrastructure, particularly data centers.
- By superseding the $19 billion Flowserve-Chart merger agreement from June, Baker Hughes aims to consolidate its position in high-growth, energy-adjacent sectors through vertical integration and technology enhancement.
Chugoku Marine Paints (4617 JP): Q1 FY03/26 flash update
- In Q1 FY03/26, sales increased by 12.1% YoY, driven by marine and industrial paints, despite container paint declines.
- Operating profit rose 16.5% YoY to JPY3.9bn, aided by optimized selling prices and high-value-added product sales.
- Net income fell 48.9% YoY due to absence of prior extraordinary gains, despite improved gross profit margin.
Teck Resources: Is The Robustness In The Zinc Business Here To Stay?
- Teck Resources Limited, a diversified mining and minerals company, reported its second quarter 2025 financial results, emphasizing its continued strategic goals of growth, operational excellence, and shareholder returns.
- The company’s performance exhibited both strengths and challenges across various segments.
- Teck’s financial results showed a moderate improvement in profitability, with adjusted EBITDA increasing by 3% year-over-year to $722 million.
[ETP 2025/31] WTI Climbs While Henry Hub Swings; Shell Beat Estimates; Aramco Bets on AI
- WTI crude prices are on the way to close the week higher, supported by trade optimism, better economic data from the U.S., and ongoing geopolitical tensions.
- U.S. natural gas slips as mild weather, strong production, and unclear short-term demand weigh on prices.
- Chevron adds John Hess to its board after merger approval; Shell tops Q2 estimates; Aramco partners with Cloudera to bring AI to energy.
Forge Resources Corp – Mining Monthly: July Edition
- What you need to know: • The metals and mining market settled in July, following a tremendous run over the last six months.
- • In July, gold was down 1%, silver was up 2%, and copper down 13%.
- The equities underperformed the commodities, with the GDX, GDXJ, SIL, and COPX down 0.8%, 5.0%, 1.5%, and 4.2%, respectively.
Ovintiv Demonstrates How Strategic Rig Cuts Are Fueling Smarter, Leaner Growth!
- Ovintiv Inc. delivered a robust performance in the second quarter of 2025, reflecting strong operational efficiency and strategic execution.
- The company notably exceeded production targets and improved capital efficiency, surpassing production, capital, and per-unit guidance estimates.
- A critical highlight was the seamless integration of newly acquired Montney assets, enhancing Ovintiv’s operational capacity and contributing to free cash flow growth.
💡 Before it’s here, it’s on Smartkarma
Sign Up for Free
The Smartkarma Preview Pass is your entry to the Independent Investment Research Network
- ✓ Unlimited Research Summaries
- ✓ Personalised Alerts
- ✓ Custom Watchlists
- ✓ Company Data and News
- ✓ Events & Webinars
