Shares of Oil and Gas Companies Are Trading Higher Following Reports Suggesting the US Is Preparing Sanctions Against Russian Oil and Gas.
"The offshore money printer" reappears! COSCO Shipping Holdings expects its annual net profit attributable to the parent to double year-on-year | Quick read announcement.
① COSCO Shipping Holdings' container shipping business achieved growth in both volume and price compared to the previous year, with a year-on-year increase of 105.71% in Net income for 2024; ② One of the uncertainties in the shipping market for 2025, the strike at the East Coast ports of the United States, has been avoided, and freight rates on the US routes have already decreased.
List of Conversion Stocks (Part 4) [List of Parabolic Signal Conversion Stocks]
○ List of stocks changing to Sell Market Code Stock Name Closing Price Main Board <9042> Hankyu Hanshin 3995 4159 <9045> Keihan HD 32053361 <9048> Meitetsu 17041765 <9101> Yusen 50625357 <9104> Mitsui O.S.K. Lines 54215699 <9107> Kawasaki Kisen Kaisha 21212308 <9273> Coa Trading HD 621648 <9303> Sumitomo Warehouse 27
The crisis of the East Coast dock strike has been resolved, and industry insiders predict that the shipping rates for the West Coast route will begin to decrease.
①ILA and USMX have reached a preliminary agreement to avoid a dock strike on January 15. ② Analysts say that the shipping prices on the U.S. West Coast will enter a downward trend, and if the geopolitical factors in the Middle East ease, the price trend on the European route will likely decline, which will subsequently affect the profitability of shipping companies.
MOL, Sumitomo Electric, etc. [List of stock information from newspapers]
*Mitsui O.S.K. Lines <9104> constructing up to 4 ammonia carriers, investing 100 billion yen (Nikkai Industrial, Page 1) - ○ *Sumitomo Electric Industries <5802> new factory for electrical utilities insulation material in Osaka, orders increasing in Europe (Nikkai Industrial, Page 1) - ○ *Panasonic HD <6752> enters the entire building air conditioning market for residences in the U.S., energy-saving with minimal temperature variations (Nikkai Industrial, Page 3) - ○ *Sumitomo Rubbers <5110> 'Dunlop' global expansion, acquiring trademark rights for Europe and America for 83 billion yen (Nikkai Industrial, Page 4) - ○ *Nagase & Co. <8012> partnerships with Eagliss, original
Trump mentioned that "military seizure of the Panama Canal and Greenland cannot be ruled out". What does he value? Trade routes!
Global warming is driving up the trade value of the Panama Canal and Greenland. Greenland's geographical location is crucial for controlling Arctic shipping routes, while melting ice is encouraging the emergence of new competition in commercial and maritime industries; at the same time, the shipping system of the Panama Canal, an important hub in global trade, continues to face serious threats from prolonged drought.
Shares of Oil and Gas Companies Are Trading Higher After President-elect Donald Trump Said That He Will Reverse President Biden's Ban on Offshore Drilling. Also, Natural Gas Rose on Cold Weather Forecasts.
Stocks that moved or were traded in the first half of the session.
*Fujitsu General Ltd. <6755> 2769 +496 Paloma is conducting a TOB to fully become a subsidiary.* KOKUSAI ELECTRIC <6525> 2414.5 +241.5 due to an increase in sales at Hon Hai Precision, leading to a Buy on Semiconductors-related stocks.* Tokyo Electron Ltd. Unsponsored ADR <8035> 26925 +2565, related stocks are favored due to the rise in U.S. semiconductor stocks.* Japan Micronics <6871> 4295 +405, buying also directed towards smaller Semiconductors-related companies.* Asteria <
Erematec, The Pack, ETC.
<2715> Shareholding percentage of Elemmatec Co., Ltd. and Toyota Tsusho Corporation 87.83% → 96.79% Reporting obligation start date 2024/12/23 <3950> Shareholding percentage of The Pack Co., Ltd. and Mitsubishi UFJ Asset Management Co., Ltd. 0.47% → 0.36% Reporting obligation start date 2024/12/23 <4092> Shareholding percentage of Japan Chemicals Co., Ltd. and Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. 0.32%
January 6 [Today's Investment Strategy]
Provides solutions for management consulting, M&A advisory, management execution support, business revitalization, and more.
Another Potential East Coast Port Strike Is Brewing: 4 Stocks To Watch
Stephens & Co. Reiterates Overweight on Matson, Maintains $165 Price Target
Matson Analyst Ratings
The first challenge facing Trump after taking office: Are port workers in the USA going to strike again?
① With President Trump set to be inaugurated, the International Longshoremen's Association plans to hold a large-scale strike at East Coast ports in the USA, demanding new "anti-automation" protective measures. ② The strike will pose risks to the USA economy and put Trump in a political predicament. The USA president has the authority to end the strike, but Trump may face a dilemma in supporting labor unions' opposition to automation.
SonicShares Global Shipping ETF Declares Quarterly Distribution of $2.4200
As of the end of the year, a record high has been reached for the first time in 35 years.
The Nikkei average fell for the first time in four trading days. It ended the trade at 39,894.54 yen, down 386.62 yen (volume estimated at 1.6 billion 20 million shares). Reflecting the high plateau of U.S. interest rates, there was a leading Buy in the financial Sector, including Banks and Insurance. The Nikkei average started strong at 40,325.78 yen. However, amid the decline in U.S. stocks at the end of the previous week and limited market participants at the year-end, profit-taking Sell and adjustments of positions became predominant, resulting in a turn to the downside. After that, it continued to fluctuate around 0.04 million yen. It is noted that the annual figure stands at 1989.
Volume increases and prices remain low as the express delivery industry competes to reduce costs. The application of autonomous vehicles and Drones is expected to accelerate next year | Year-end review.
① Since the beginning of the year, the growth rate of express delivery volume has exceeded 20%; the operating situation of "the two logistics giants and one delivery company" in the first 11 months shows volume increase and low prices, with ZTO achieving year-on-year revenue growth per package in Q3. ② Industry insiders say that the growth rate of express delivery volume will still be double-digit in the next 1-2 years. It is expected that next year, Drones and unmanned vehicles will accelerate their application in various express delivery scenarios, further reducing social Logistics costs.
Express News | Panama President Jose Raul Mulino Stated US Warships Are Subject to the Same Toll Rates as Those from Other Nations, Responding to Donald Trump's Threats Regarding the Vital Waterway
Trump Threatens to Take Back Panama Canal, Wants U.S. to Own Greenland
The Nikkei average has fallen for five consecutive days, influenced by the decline in U.S. stocks, but the decrease in value has narrowed due to the "rate hike being put off."
On the 18th, the US Stocks market continued to decline. The Dow Jones Industrial Average fell by 1,123.03 dollars to 42,326.87 dollars, while the Nasdaq dropped by 716.37 points to 19,392.69 points. Ahead of the announcement of the Federal Open Market Committee (FOMC) results, a wait-and-see attitude strengthened, resulting in mixed trading after the opening. While the Dow average, which had been declining until the previous day, saw some buying in major stocks and rose, the Nasdaq started off slightly lower. The FOMC is expected to raise the main policy interest rate by 0.25% as anticipated.