August 25, 2026 07:42 AM GMT M Update Wire & Cable/Steel/Nonferrous Metals/Trading Companies | Japan Feedback From Our Visits With US Investors Interest in AI data center-related stocks remains high. We note strong interest in Furukawa Electric's SOA, Mitsui Kinzoku's FaradFlex, and JX Advanced Metals' InP substrates. We also sense growing interest in general trading companies & resource- related nonferrous metals names amid rising copper and gold prices. Key Takeaways Overall impression Questions and discu ...

Ac t i o n | 24 Aug 2026 13:46:39 ET │ 16 pages Kingboard Laminates Holdings (1888.HK) Raise TP to HK$95 Reflecting Faster Profit Run Rate from 2H26E CITI'S TAKE KBL's 1H26 net profit attributable printed at HK$2.89bn, up 209% yoy and slightly ahead of 1H26 profit alert of at least HK$2.80bn. KBL reported the monthly profit run rate would rise to HK$1.1bn in July against our estimated monthly profit rate of HK$600m+ in 2Q26 and HK$300m+ in 1Q26. In view of the slightly stronger-than-expected profit rate in ...