Pacific Metals: +15% on Upward Revision
On Friday Pacific Metals (5541 JP) announced upward revisions to both 1H and FY numbers on account of increasing spreads between ferronickel prices...
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Pacific Metals: Boost from Indonesian Nickel Ore Export Resumption Could Put This on 7x PE
Pacific Metals Co Ltd (5541 JP) is Japan's largest nickel producer and in the top five globally. The company produces ferronickel and thus does not...
191 Views
SMM: Disordered Structures for Li-Ion Increase Risk of Cobalt and Nickel Substitution with Manganese
Cobalt, up 339% in about two years has been a significant driver of Sumitomo Metal Mining Co Ltd (5713 JP)'s profits, contributing JPY19.0bn of the...
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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...
159 Views
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...
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