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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
Three key points to watch in the early session - caution regarding tariff risks under the upcoming Trump administration, but aiming for a dip buying stance.
In the trading session nine days ago, three points should be noted. ■ Caution against tariff risks from the Trump administration while aiming for a buying opportunity on dips. ■ ABC Mart, 3Q operating profit increased by 15.6% to 48 billion yen. ■ Key materials in the morning session: Mitsui O.S.K. Lines, constructing up to four ammonia carriers, investing 100 billion yen. ■ Caution against tariff risks from the Trump administration while aiming for a buying opportunity on dips. On the 9th, the Japanese stock market is expected to have a strong sense of stagnation, but a sense of stability is likely to be recognized. The US market on the 8th.
MOL, Sumitomo Electric, etc. [List of stock information from newspapers]
*Mitsui O.S.K. Lines <9104> to construct up to four ammonia ships, investing 100 billion yen (Nikkan Kogyo, front page) - ○ *Sumitomo Electric Industries <5802> new factory for electrical line coatings in Osaka, increasing orders in Europe (Nikkan Kogyo, front page) - ○ *Panasonic HD <6752> Panasonic entering the whole-house air conditioning market in the U.S., energy-saving with less temperature variation (Nikkan Kogyo, page 3) - ○ *Sumitomo Rubber <5110> "Dunlop" global expansion, acquiring trademark rights for 83 billion yen aimed at Europe and America (Nikkan Kogyo, page 4) - ○ *Nagase & Co. <8012> partnering with eGriis, raw materials.
"Facial Age" AI Test, utilized by doctors.
The Artificial Intelligence (AI) model "FaceAge," which identifies signs of aging on the face, seems to have utilized tens of thousands of patient photographs and publicly available image databases for training. A study conducted by a team led by cancer specialist Raymond Mack reported that FaceAge's algorithm was shown to be more accurate than doctors in predicting the life expectancy of cancer patients. <6702> Fujitsu <7046> TDSE <401
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
J.P. Morgan Keeps Their Hold Rating on Mitsubishi Electric (MIE1)