reports
- Pelham Smithers
PSA Strategy: Japan Stock Market Quarterly for 2025 Q2
In this quarterly strategy report, we look to evaluate where we are with regards the bull market conditions, and where those indicators might be headed, factoring in the downside risks, from Trump tariffs and the US economy, BoJ actions, Japanese earnings and valuations.
AMAT APPLIED MATERIALS INC.
6146 DISCO CORPORATION
5108 BRIDGESTONE CORPORATION
7751 CANON INC.
9697 CAPCOM CO. LTD.
4519 CHUGAI PHARMACEUTICAL CO. LTD.
4755 RAKUTEN INC.
9684 SQUARE ENIX HOLDINGS CO. LTD.
8473 SBI HOLDINGS INC.
6954 FANUC CORPORATION
4324 DENTSU GROUP INC.
6861 KEYENCE CORPORATION
6869 SYSMEX CORPORATION
8306 MITSUBISHI UFJ FINANCIAL GROUP INC.
6501 HITACHI LTD.
6305 HITACHI CONSTRUCTION MACHINERY CO. LTD.
7267 HONDA MOTOR CO. LTD.
6301 KOMATSU LTD.
6503 MITSUBISHI ELECTRIC CORP.
6723 RENESAS ELECTRONICS CORPORATION
7974 NINTENDO CO. LTD.
6594 NIDEC CORPORATION
7731 NIKON CORP.
8604 NOMURA HOLDINGS INC.
7733 OLYMPUS CORP.
4666 PARK24 CO. LTD.
2371 KAKAKU.COM INC.
9984 SOFTBANK GROUP CORP.
1803 SHIMIZU CORPORATION
4063 SHIN-ETSU CHEMICAL CO LTD
6758 SONY CORPORATION
7269 SUZUKI MOTOR CORP.
1801 TAISEI CORP
6857 ADVANTEST CORP.
4186 TOKYO OHKA KOGYO CO. LTD.
8035 TOKYO ELECTRON LTD.
7203 TOYOTA MOTOR CORP.
2413 M3 INC.
2160 GNI GROUP LTD.
3659 NEXON CO. LTD.
6098 RECRUIT HOLDINGS CO. LTD.
3769 GMO PAYMENT
6460 JP SEGA SAMMY
4385 MERCARI INC.
3993 PKSHA TECHNOLOGY INC.
9434 SOFTBANK CORP.
78320 BANDAI NAMCO
45870 PEPTIDREAM INC
3491 JT GA TECHNOLOGIES
3394 JT MONEY FOWARD
6532 JT BAYCURRENT CONSULTING (6532 JT)
4483 JMDC
4180 JP APPIER GROUP
TSE: 2980 SRE HOLDINGS CORP
4194 VISIONAL INC
6526 SOCIONEXT INC
5032 JT ANYCOLOR INC
5838 RAKUTEN BANK LTD.
5253 JT COVER CORPORATION (5253 JT)
9616 JT KYORITSU MAINTENANCE (9616 JT)
Advisory: Chevron to Present at Piper Sandler 25th Annual Energy Confe...
HOUSTON--(BUSINESS WIRE)-- Eimear Bonner, Vice President and CFO of Chevron Corporation (NYSE: CVX), will take part in the Piper Sandler 25th Annual Energy Conference on Tuesday, March 18, 2025, at 11:00 AM ET (8:00 AM PT), discussing corporate strategy and the company’s objective of delivering higher returns, lower carbon and superior shareholder value in any business environment. Please visit to view a live webcast of the conversation and Q&A session. A replay will be available on the website after the event for those unable to watch the live webcast. Chevron is one of the world’s leading...
- Stephane Foucaud
AUCTUS ON FRIDAY - 28/02/2025
AUCTUS PUBLICATIONS ________________________________________ Condor Energies (CDR CN)C; Target price of C$5.60 per share: 2nd success at bypassed carbonate formation intervals boosts production to >12 mboe/d - Condor has successfully perforated and brought online bypassed carbonate formations at a second well. As a result, production has increased from 11,455 boe/d reported last week to an average of 12,004 boe/d over the last six days. Using a combination of legacy data and reprocessed 3-D seis...
GTE GRAN TIERRA ENERGY
GPRK GEOPARK
CVX CHEVRON CORPORATION
ENI ENI S.P.A.
ALVOF ALVOPETRO ENERGY LTD
SEI. SINTANA ENERGY
CASP CASPIAN SUNRISE
PEN PANORO ENERGY ASA
SQZ SERICA ENERGY
AOI AFRICA OIL CORP
KOS KOSMOS ENERGY LTD.
ORC/B ORCA EXPLORATION GROUP CL B
JSE JADESTONE ENERGY
CRCL CORCEL
PXEN PROSPEX ENERGY PLC
ATOM ATOME ENERGY PLC
IGAS IGAS ENERGY PLC
J4V VAR ENERGI ASA
BP. BP PLC
HEVI HELIUM EVOLUTION
CDR INC. (HEVI)
CNECN CONDOR ENERGIES INC
CANACOL
Chevron Announces Senior Leadership Changes
HOUSTON--(BUSINESS WIRE)-- Chevron Corporation (NYSE: CVX) today announced senior leadership changes as part of the company’s efforts to simplify its organizational structure, execute faster and more effectively, and be positioned for stronger long-term competitiveness. The company’s Oil, Products & Gas organization will be consolidated into two segments: Upstream and Downstream, Midstream & Chemicals. Mark Nelson will continue to lead this organization as vice chairman and executive vice president, Oil, Products & Gas. The Upstream organizational model will drive value through greater sta...
- Pelham Smithers
PSA Electronic Equipment / Instruments: Keyence (6861 JT) – In-depth A...
Tags: Nidec (6594 JT), Makino Milling (6135 JT), Fanuc (6954 JT), Harmonic Drive (6324 JT), Honeywell (HON US), Apple (AAPL US), Alphabet (GOOGL US), Microsoft (MSFT US), Omron (6645 JT), Azbil (6845 JT), Yokogawa Electric (6841 JT), Hioki EE (6866 JT), Sysmex (6869 JT), Accenture (ACN US), Sewtec Automation (pvt), Ebay (EBAY US), GTRIC (pvt), Murata (6981 JT), Internet Initiative Japan (3774 JT), Recruit (6098 JT), Monotaro (3064 JT) Despite high valuations and a dull share price performance o...
- William Nestuk
Chevron Reports Fourth Quarter 2024 Results
HOUSTON--(BUSINESS WIRE)-- Chevron Corporation (NYSE: CVX) reported earnings of $3.2 billion ($1.84 per share - diluted) for fourth quarter 2024, compared with $2.3 billion ($1.22 per share - diluted) in fourth quarter 2023. Included in the quarter were severance charges of $715 million and impairment charges of $400 million. Foreign currency effects increased earnings by $722 million. Adjusted earnings of $3.6 billion ($2.06 per share - diluted) in fourth quarter 2024 compared to adjusted earnings of $6.5 billion ($3.45 per share - diluted) in fourth quarter 2023. See Attachment 4 for a recon...
Engine No. 1, Chevron, and GE Vernova to Power U.S. Data Centers
NEW YORK & HOUSTON--(BUSINESS WIRE)-- Engine No. 1 and Chevron U.S.A. Inc. (NYSE: CVX) announced today the formation of a partnership to build a new company to develop scalable, reliable power solutions for United States (U.S.) based data centers running on U.S. natural gas. Early actions of the Trump Administration are setting the critical foundation to encourage investment leveraging America’s energy abundance to enable America’s AI leadership. The joint development, in conjunction with GE Vernova (NYSE: GEV), aims to establish the first multi gigawatt-scale co-located power plant and data c...
Chevron Achieves First Oil at Future Growth Project in Kazakhstan
HOUSTON--(BUSINESS WIRE)-- Chevron Corporation (NYSE: CVX) announced today that its 50 percent owned affiliate Tengizchevroil LLP (TCO) has started oil production at its Future Growth Project (FGP) located at the Tengiz oil field in Kazakhstan. FGP is the third processing plant in operation at the Tengiz oil field, which expands sour gas injection capability and is expected to ramp up output to one million barrels of oil equivalent per day. This milestone follows the completion of the Wellhead Pressure Management Project (WPMP) in 2024, which is designed to optimize the field and processing ...
Chevron Announces $1 Million Donation to Los Angeles County Wildfire R...
HOUSTON--(BUSINESS WIRE)-- Chevron Corporation (NYSE: CVX) today announced a total contribution of $1 million to the California Fire Foundation, American National Red Cross, and the Los Angeles Chamber of Commerce Small Business Disaster Recovery Fund to support relief efforts for wildfires in California. “Chevron’s legacy in California dates back more than 145 years – with generations of employee families, operations, and business partners throughout Southern California,” said Mike Wirth, Chevron’s Chairman and CEO. “We are heartbroken by the devastation in Los Angeles, inspired by the brav...
Brightmark RNG Holdings Achieves Landmark First Gas Milestone at 10 Mi...
HOUSTON & SAN FRANCISCO--(BUSINESS WIRE)-- Brightmark RNG Holdings LLC announced today that it has delivered first gas at 10 renewable natural gas (RNG) projects across the Midwest. Brightmark RNG Holdings LLC is a joint venture between Chevron U.S.A. Inc., a subsidiary of Chevron Corporation (NYSE: CVX), and Brightmark Fund Holdings LLC, a subsidiary of Brightmark LLC. With today's announcement, the Brightmark RNG Holdings LLC joint venture now owns and operates 15 RNG projects in the Midwest, a region that generates nearly of the nation’s agricultural products. This milestone makes Brig...
Chevron Names Laura Lane Vice President and Chief Corporate Affairs Of...
HOUSTON--(BUSINESS WIRE)-- Chevron Corporation (NYSE: CVX) today announced Laura Lane will become vice president and Chief Corporate Affairs Officer, effective February 1. Lane will oversee the company’s government affairs, communications, and social investment activities. Lane will be based in Houston and succeed Al Williams, who is retiring in April after 34 years at the company. “Laura’s background in both the private and public sectors, her proven leadership in complex global organizations and experience working in diverse geographic locations makes her well-suited to lead Chevron’s glob...
Chevron Bolsters U.S. Gulf of Mexico Production With Whale Facility St...
HOUSTON--(BUSINESS WIRE)-- Chevron Corporation (NYSE: CVX) today announced the start of oil production from the Whale semi-submersible platform in the deepwater U.S. Gulf of Mexico. Chevron U.S.A. Inc., a wholly owned subsidiary of Chevron Corporation, owns 40% working interest in Whale, with Shell Offshore Inc. owning 60% interest as operator. The milestone is Chevron’s latest following a year when it achieved first production from its industry-first high-pressure Anchor project and commenced water injection operations at two projects to boost production at the company’s Jack/St. Malo and T...
Advisory: Chevron Corporation’s 4Q 2024 Earnings Conference Call and W...
HOUSTON--(BUSINESS WIRE)-- Chevron Corporation (NYSE: CVX), one of the world’s leading energy companies, will hold its quarterly earnings conference call on Friday, January 31, 2025, at 11:00 a.m. ET (10:00 a.m. CT). Conference Call Information: Date: Friday, January 31, 2025 Time: 11:00 a.m. ET / 10:00 a.m. CT Dial-in # (Listen-only mode): 866-409-1555 Conference ID #: 8815912 Speakers: Mike Wirth – Chairman of the Board & Chief Executive Officer Eimear Bonner – Vice President & Chief Financial Officer Jake Spiering – General Manager, Investor Relations To access the live webcast, visit...
Advisory: Chevron to Present at Goldman Sachs Energy, CleanTech & Util...
HOUSTON--(BUSINESS WIRE)-- Mike Wirth, Chairman and CEO of Chevron Corporation (NYSE: CVX), will take part in the Goldman Sachs Energy, CleanTech & Utilities Conference 2025 on Wednesday, January 8, 2025, at 9:00 AM ET, discussing corporate strategy and the company’s primary objective of delivering higher returns, lower carbon and superior shareholder value in any business environment. Please visit to view a live webcast of the conversation. Chevron is one of the world’s leading integrated energy companies. We believe affordable, reliable and ever-cleaner energy is essential to enabling h...
Chevron Upgrades Pasadena Refinery to Increase Capacity, Feedstock and...
PASADENA, Texas--(BUSINESS WIRE)-- Chevron U.S.A., Inc. (CUSA), a wholly owned subsidiary of Chevron Corporation (NYSE: CVX), has completed a retrofit of its refinery in Pasadena, Texas, which is expected to increase product flexibility and expand the processing capacity of lighter crudes by nearly 15 percent to 125,000 barrels per day. Chevron acquired the Pasadena Refinery in 2019 with the strategic intent to expand its Gulf Coast refining system. This project is expected to allow the company to process more equity crude from the Permian Basin, supply more products to customers in the U.S....
- Pelham Smithers
PSA Technology: Semiconductor Industry 2025 Outlook
Following the recent results season where several leading semiconductor and SPE companies globally produced either disappointing results or guidance, we look at where the semiconductor industry is at present, where it looks to be headed in 2025 and identify opportunities in the Japanese IC / SPE space.
005930 SAMSUNG ELECTRONICS CO. LTD.
TSFA TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD. SPONSORED ADR
WDC WESTERN DIGITAL CORPORATION
TER TERADYNE INC.
ORCL ORACLE CORPORATION
ON ON SEMICONDUCTOR CORPORATION
NVDA NVIDIA CORPORATION
MU MICRON TECHNOLOGY INC.
LRCX LAM RESEARCH CORPORATION
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
COHR COHERENT INC.
AMAT APPLIED MATERIALS INC.
NFLX NETFLIX INC.
MRVL MARVELL TECHNOLOGY GROUP LTD.
7751 CANON INC.
9697 CAPCOM CO. LTD.
6383 DAIFUKU CO. LTD.
7735 SCREEN HOLDINGS CO. LTD
5803 FUJIKURA LTD
6861 KEYENCE CORPORATION
6501 HITACHI LTD.
000660 SK HYNIX INC
6920 LASERTEC CORP.
6728 ULVAC INC.
6723 RENESAS ELECTRONICS CORPORATION
6902 DENSO CORPORATION
6701 NEC CORP.
7731 NIKON CORP.
7201 NISSAN MOTOR CO. LTD.
7105 MITSUBISHI NICHIYU FORKLIFT
6963 ROHM CO. LTD.
9984 SOFTBANK GROUP CORP.
6758 SONY CORPORATION
6857 ADVANTEST CORP.
8035 TOKYO ELECTRON LTD.
7203 TOYOTA MOTOR CORP.
AIR AIR PARTNER PLC
5930 SAMSUNG ELECTRONICS CO LTD
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
STM STMICROELECTRONICS NV
00981 SEMICONDUCTOR MANUFACTURING INTERNATIONAL CORP.
AVGO BROADCOM INC.
3993 PKSHA TECHNOLOGY INC.
6600 JT KIOXIA HOLDINGS (6600 JT)
ASO ACADEMY SPORTS AND OUTDOORS
CRSR CORSAIR GAMING
WOLF WOLFSPEED INC
TSE: 2980 SRE HOLDINGS CORP
688728 GALAXYCORE INC
688234 SICC CO LTD
6526 SOCIONEXT INC
6526 JT SOCIONEXT (6526 JT)
ARM ARM HOLDINGS PLC
ACCL DOLOMITE HOLDINGS LTD
Chevron Announces 2025 Capex Budget & 4Q24 Interim Updates
SAN RAMON, Calif.--(BUSINESS WIRE)-- Chevron Corporation today announced an organic capital expenditure range of $14.5 to $15.5 billion for consolidated subsidiaries (capex) and an affiliate capital expenditure (affiliate capex) range of $1.7 to $2.0 billion for 2025. The company’s 2025 capex and affiliate capex budgets represent a $2 billion year-over-year reduction. "The 2025 capital budget along with our announced structural cost reductions demonstrate our commitment to cost and capital discipline," said Chevron Chairman and CEO Mike Wirth. "We continue to invest in high-return, lower-car...
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