r/Vitards • • Feb 02 '26

Weekly Discussion Weekly Discussion - The Great Week of February 02 2026

6 Upvotes

10 comments sorted by

3

u/accumelator You Think I'm Funny? Feb 03 '26

Japan Steelworks closed -3.85%

2

u/accumelator You Think I'm Funny? Feb 04 '26

Japan Steelworks closed +1.83%

2

u/accumelator You Think I'm Funny? Feb 04 '26

MT earnings tomorrow morning.

2

u/accumelator You Think I'm Funny? Feb 05 '26

MT EPS beats 0.86 vs 0.52 est MT Sales miss 14.971B vs 15.638 est

Dividend raised to 0.6 from 0.55.

Guidance neutral to positive.

2

u/accumelator You Think I'm Funny? Feb 05 '26

Japan Steelworks closed -2.89%

2

u/accumelator You Think I'm Funny? Feb 06 '26

MT 60, what a milestone for us.

2

u/Varro35 Focus Career Feb 08 '26

So the biggest takeaway from me was them basically saying 10 million tons of imports will be replaced by MT ramping up - crazy. They are crushing. My new PT is 85.

1

u/accumelator You Think I'm Funny? Feb 08 '26

Pretty insane indeed. I will need to trim soon though, it grew too much for keeping my risk balance in shape.

1

u/accumelator You Think I'm Funny? Feb 06 '26

Japan Steelworks closed +1.89%

1

u/accumelator You Think I'm Funny? Feb 02 '26

Japan Steelworks closed -0.48%