TSE:5401Metals and Mining
Does Lowered U.S. Profit Outlook Shift the Bull Case for Nippon Steel (TSE:5401)?
Nippon Steel recently lowered its full-year earnings guidance for the period ending March 31, 2026, citing ongoing U.S. market uncertainties and expected reorganization losses from the transfer of its equity interest in Usiminas, while also reporting a net loss of ¥113.38 billion for the half year ended September 30, 2025.
This shift in outlook highlights the company’s exposure to overseas market volatility and the financial impact of its international portfolio restructuring.
We'll explore...