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Prime Minister Shiba and President Trump finalize arrangements for their first meeting on February 7.
[Defense] It has been reported that on February 7, the governments of Japan and the United States are finalizing arrangements for Prime Minister Shigeru Ishiba and President Trump to hold their first meeting in Washington, D.C. They are expected to discuss strengthening cooperation in security and economic fields. Moreover, Prime Minister Ishiba has expressed the view that "if necessary, even 2% might not be sufficient" regarding defense spending. <7011>Mitsubishi Heavy Industries <7012>Kawasaki Heavy Industries <6503>Mitsubishi Electric Corp. Unsponsored ADR <7270>SUBARU CORP Unsponsored ADR <7224>
Stock News Premium = Bird flu, at the worst infection pace in history.
The infection of highly pathogenic Bird Flu spreading among livestock is rapidly expanding within the country. Since the beginning of the year, reports have been coming in at a pace that exceeds the record number during the 2022 season, raising concerns. In the stock market, not only the countermeasure stocks are on the radar but also the rise in chicken egg prices is being noted. <Chicken egg prices skyrocketing> According to the Ministry of Agriculture, Forestry and Fisheries, there have been 39 confirmed cases of Bird Flu infection in 14 prefectures this season (as of January 19). Already, a total of 6.93 million birds have been culled.
＜Today's materials and key stocks＞ Avian influenza outbreaks occur one after another in Chiba and Aichi, check related measures.
In Chiba Prefecture and Aichi Prefecture, outbreaks of Bird Flu have been successively confirmed. In Chiba, last week, highly pathogenic suspected H5 Bird Flu virus was detected at a total of seven poultry farms in Choshi City and Asahi City. In Aichi, on the 19th, it was announced that positive cases of suspected infected chickens and quails were confirmed at four poultry farms and farms in Tokoname City and other areas. Companies related to Bird Flu countermeasures include protective clothing manufacturer Azeas <3161.T>, Koken <7963.T>, and Shigematsu <7980>.
The delays in deliveries from major American defense companies pose a greater risk than China.
In a defense context, U.S. Ambassador to Japan Emmanuel has pointed out the negative impact of delays in the delivery of defense equipment on the U.S. military and its allies, criticizing such management stance as posing a "greater risk than China." <7011>Mitsubishi Heavy Industries <7012>Kawasaki <6503>Mitsubishi Electric Corp. Unsponsored ADR <7270>SUBARU CORP Unsponsored ADR <7224>Shinmaywa <7721>Tokyo Instrument <6208>Ishikawajima Harima <7408>Jamco <6
Drone warfare, the next front line is the deep sea.
[Defense] Drones have brought significant transformations to warfare in modern airspace. It has been reported that defense companies and navies anticipate similar capabilities underwater. New types of underwater drones, named 'Ghost Shark', 'Hahn', and 'Manta Ray', are said to be able to dive thousands of meters below the surface and operate continuously for several days with little to no human intervention required. <7011> Mitsubishi Heavy Industries <7012> Kawasaki Heavy Industries <6
OpenAI enters the "war Business".
It has been reported that OpenAI has partnered with defense technology startup Anduril Industries to provide technology for anti-Drone defense systems for the U.S. military. This marks OpenAI's deepest engagement with the Department of Defense to date and is said to be its first partnership with a weapons manufacturer. <7011>Mitsubishi Heavy Industries <7012>Kawasaki Heavy Industries <6503>Mitsubishi Electric Corp. Unsponsored ADR <7270>SUBARU CORP Unsponsored ADR <