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SONICSHARES GLOBAL SHIPPING ETF Newsroom
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.
The Nikkei average has fallen for three consecutive days, influenced by a significant drop in Fast Retailing.
On the 9th, the US Stocks market was closed for the state funeral of former President Carter. The exchange rate remained stable around 158 yen per dollar. Although the US market was closed, the Nikkei average started trading down for the third consecutive day due to concerns about future sales in China reigniting after Fast Retailing <9983> announced its first-quarter financial results and saw a significant drop. Although Advantest <6857> reached a record high since its listing, the decline in the Nikkei average was more than 300 yen due to Fast Retailing alone, along with new buy materials.
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 Bank of Japan expects salaries to continue rising this year, and interest rate hikes are imminent.
① The Bank of Japan released a report stating that many companies believe it is necessary to continue raising wages, which indicates an increased possibility of interest rate hikes; ② The Bank of Japan also upgraded its economic assessment for two regions, stating that the economy in the remaining areas is moderately recovering or rebounding; ③ The Bank of Japan will hold a meeting from January 23 to 24, and Analysts expect that an interest rate hike may be announced.
Afternoon session [Active stocks and traded stocks]
*Round One <4680> 1157 - In December 2024, same-store sales increased by 0.1% in Japan and decreased by 1.5% in the USA. *Arcs <9948> 2616 +76 changed its dividend policy and revised the Financial Estimates for dividends for the fiscal year ending February 2025 upwards. *Dawn <2303> 2212 -147 operating profit for the first half increased by 15.5%. The growth rate has slowed from an increase of 82.0% in the first quarter. *Narumiya <9275> 1311 -55 operating profit for the third quarter cumulative decreased by 3.7%, following an increase of 10.9% in the first half.
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> 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.
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%
MOL --- Continuing to rise and hit new highs, reports of strengthening LNG ship operations emerge.
Continuing to rise, new highs have been set since last year. It has been reported that Japan's three major marine shipping companies will increase the number of LNG carriers by more than 40% by fiscal year 30. With the incoming President Trump advocating for the development of natural resources, the global LNG production is expected to expand, and it seems they are aiming for a leading position in the growing market through major investments. The company currently operates 97 LNG ships, the largest in the world, but they also seem to be considering a fleet of 140 vessels by fiscal year 28 and 150 by fiscal year 30.
January 6 [Today's Investment Strategy]
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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?
Strikes will pose risks to the USA economy and place Trump in a political dilemma. The President has the authority to end the strikes, but Trump may face a dilemma of supporting labor associations against automation.
USA port workers want to launch a new round of "big strike". Is the Global supply chain crisis resurfacing?
Most economists expect that if the dockworkers' strike lasts no more than one or two weeks, then another strike will not have a significant economic impact.
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, closing at 39,894.54 yen, down 386.62 yen (estimated Volume 1.6 billion 20 million shares). Reflecting the high levels of U.S. interest rates, buying in the financial Sector, such as Banks and Insurance, was predominant. The Nikkei Average started with an extension at 40,325.78 yen. However, amid the decline in U.S. stock prices at the end of the previous week and limited market participation at year-end, profit-taking Sell orders and adjustments led to a downward trend. Subsequently, it continued to fluctuate around 0.04 million yen. Regarding the annual figure, it was 1989.