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Daiwa: Among Electric Power stocks, the top choice is coal power, most Bullish on CHINA POWER.
Daiwa released a research report stating that, following a continuous decline in coal prices from the end of last year to the first quarter of this year, the profit margins for coal-fired power generation have expanded, potentially bringing surprises to the profits of coal power companies, and outperforming the overall energy sector. Their latest preference ranking favors coal power first, followed by hydropower and Wind Power, with nuclear energy last. With policy support and low valuations, confidence in independent power producers has increased. Daiwa has reduced its pessimism towards DATANG RENEW (01798) and CHINA LONGYUAN (00916), raising the ratings for both companies from 'underperform' to 'Hold'. The Target Price for DATANG RENEW has been increased from 1.8 HKD to 2.1 HKD, while the Target Price for CHINA LONGYUAN has been changed from 6.
France utilizes nuclear power in the AI development competition.
[Nuclear Power] France is reported to be trying to turn the tide in the Artificial Intelligence (AI) race by utilizing its strength in abundant Nuclear Power. The French government is planning a project to supply 1 gigawatt to an AI computing facility using Nuclear Power, with costs expected to reach several billion dollars. <6378> Kimura Kiko <6643> Togami Electric Manufacturing <5631> Japan Steel Works <6370> Kurita Water Industries <6326
Chugoku Electric Power: Summary of financial results for the 3rd quarter of the fiscal year ending March 31, 2025 [Japanese GAAP] (consolidated) (completion of mid-term review by certified public accountants, etc.)
Chugoku Electric Power: Summary of Financial Results for the 3rd Quarter Ending March 31, 2025 [Japanese GAAP] (Consolidated)
Chugoku Electric Power: Revision of earnings forecasts and dividend forecasts
Seiwa Construction, Kansai Electric Power Company, ZOZO, Shionogi, Daiichi Sankyo (31st)
※The above Calendar is just a plan and may be subject to change due to the company's circumstances.--------------------------------------- January 31 (Friday) <1803> Shimizu Construction <1878> Daito Construction <1884> Nihon Doro <1939> Shikoku Electric Engineering <1941> Chudenko <1942> Kansai Electric Engineering <1944> Kindan <1948> Koden Sha <1949> Sumitomo Electric.