-- 四川華豊科技（上海証券取引所：688629）の第1四半期の株主帰属純利益は、前年同期の3,180万元から230%増の1億500万元に急増した。これは火曜日に上海証券取引所に提出された書類で明らかになった。 1株当たり利益は前年同期の0.07元から229%増の0.23元に急上昇した。 営業収益は前年同期の4億550万元から56%増の6億3,300万元に急増した。 電気コネクタメーカーである同社の株価は、午後の取引で6%弱下落した。
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US Markets
Denso's Fiscal 2026 Profit, Revenue Rise Amid Geopolitical Risks
Denso (TYO:6902) reported higher profit and revenue for the fiscal year of 2026 despite various external factors, but predicted lower earnings in the following year due to the impact of the ongoing Middle East conflict on Japanese carmakers.The profit attributable to owners rose 5.9% year on year to 443.8 billion yen, while revenue climbed 5.3% from a year earlier to 7.540 trillion yen, due to higher vehicle sales and cost recovery from changes to certain product programs, according to the company's Tuesday press release.Operating profit jumped 6.5% year on year to 552.5 billion yen, beating the company's forecast of 500 billion yen."Although our profitability was affected by various factors - including tariff-related costs, higher parts and material prices, and increased investment in our workforce - our team's ongoing business improvements and higher production volumes enabled us to achieve a higher operating profit than last year," Denso's executive vice president and chief financial officer, Yasushi Matsui, said.The automobile maker decided to pay out an annual dividend of 67 yen for the period.The company has been profitable for the period despite withdrawing its proposal to acquire shares in ROHM (TYO:6963) after failing to secure support from ROHM's board and a special committee.The decision was made after a review of the proposal's corporate value, which concluded that "continuing the proposal at this time would not necessarily contribute to the enhancement of its corporate value".The deal could have been worth up to $8.3 billion, according to a Reuters report.However, external factors, including the Middle East war, could have implications for Japan's automobile sector, especially when it comes to aluminum supply.Denso, being the key supplier of Toyota (TYO:7203), is among the affected, as 70% of Japanese carmakers' aluminum imports come from the Middle East, according to a Bloomberg News report on April 20.Denso forecasted that the attributable profit for the fiscal year of 2027 will drop to 382 billion yen, while revenue will rise to 7.670 trillion yen. Operating profit is also expected to fall to 500 billion yen."Our operating profit forecast decreased from the 2026 fiscal year, reflecting strengthened investments aimed at future growth and potential risks associated with a highly uncertain business environment," Matsui said.
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Treasury
SocGen's Overnight Economic News Summary
Societe Generale in its early Tuesday economic news ummary pointed out:-- Brent rallies to US$111/barrel, President Trump unlikely to accept Iran's proposal to end Iran conflict after meeting with national security officials. Ongoing negotiations centered around a staged process: the first part of a potential deal would focus on returning to the status quo and reopening the Strait of Hormuz without restrictions or tolls.-- Bank of Japan on hold at 0.75%, hawkish dissent. Nakagawa, Takata and Tamura voted for a 25bps rate hike. The consumer price index forecast raised to 2.8% from 1.9% for FY26 and 2.3% from 2.0% for FY27, core 2.6% for both years from 2.2% (FY26) and 2.6% (FY27). The gross domestic product forecast lowered to 0.5% from 1.0% for FY26. Assumption oil prices drop to US$70-US$80/barrel at the end of the projection period.-- Day ahead: United States consumer confidence, seven-year U.S. Treasury auction. European Central Bank CPI expectations. Hungary's and Chile's central banks forecast to stay on hold.-- Nikkei -1.0%, EUR 10-year IRS +2bps at 3.085%, Brent crude +2.1% at US$110.4/barrel, Gold -1.1% at US$4,625/oz.
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Sectors
U.S. Crude Oil Stocks Likely Fell 2.0 Million Barrels in Week Ended April 24, Macquarie Says
U.S. crude oil inventories are forecast to have fallen 2.0 million barrels in the week ended April 24, following an increase of 1.9 million barrels in the prior week, Macquarie said in a Monday note.From refineries, crude runs are expected to have increased 0.1 million barrels per day. Net imports are projected to have sharply declined, with exports up 1.3 million barrels per day and imports up 0.1 million barrels per day, Macquarie said.Implied domestic supply is expected to have risen 0.3 million barrels per day. Strategic petroleum reserves are forecast to have dropped 7.1 million barrels, according to Macquarie.Gasoline stocks are forecast to have decreased 4.0 million barrels, while distillate stockpiles are expected to have fallen 2.4 million barrels. Jet stocks, meanwhile, are projected to have gained 0.8 million barrels. Implied domestic demand for these three products are projected at 14.4 million barrels per day, Macquarie said.
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