UPDATE 1-Japan steel output falls in June from May

TOKYO, July 20 (Reuters) – Japan’s crude steel output fell 3.8 percent in June from the previous month, data showed on Tuesday, and the industry association head warned that a build-up of inventories in China had clouded the outlook for exports.

Crude steel output came to 9.35 million tonnes in June, down 3.8 percent from May but marking a 35.9 percent rise from June last year, the Japan Iron and Steel Federation said. The figures are not seasonally adjusted.

Eiji Hayashida, chairman of the federation and president of JFE Steel Corp, told a news conference that inventories of cars and other steel-using products have been rising in China since late June, somewhat clouding the outlook for exports.

Japan’s government had forecast last month that Japan steel output would total 26.82 million tonnes in the July-September quarter, up 10 percent from the same period a year earlier but down 4.3 percent from the previous quarter. [ID:nTOE65H020]

Signs of a slowdown in China’s property sector have led to heavy inventory correction in the region and stronger downward pressure on prices since mid-April, raising concerns that Japanese steelmakers will be forced to cut back on their exports.

Japanese steelmakers, including Nippon Steel Corp (5401.T), the world’s fourth biggest, and No.5 JFE Holdings Inc (5411.T) now generate nearly 50 percent of their steel revenues from exports as domestic demand remains sluggish. (Reporting by Yuko Inoue)

POSCO Q2 profit jumps on firm sales, lower costs

July 13 (Reuters) – South Korea’s POSCO (005490.KS), the world’s No.3 steelmaker, reported on Tuesday its highest quarterly profit in nearly two years on solid demand from automakers and lower costs for materials such as iron ore and coking coal.

POSCO (PKX.N), which kicks off April-June earnings reporting by major Asian mills, earned 1.84 trillion won ($1.53 billion) in second-quarter operating profit, higher than a consensus forecast of 1.73 trillion won polled by Thomson Reuters I/B/E/S.

The profit jumped 11 fold from last year’s 170 billion won and marks the highest since it reported a record 1.98 trillion won profit in the September quarter of 2008.

POSCO, which relies almost completely on imports of iron ore and coking coal, will see earnings falter in the current quarter, hit by rising raw material costs and an inability to fully pass on soaring costs to customers.

The company, which overtook Nippon Steel (5401.T) last year to rank just behind ArcelorMittal (ISPA.AS) and Baosteel (600019.SS), increased domestic steel prices by a smaller-than-expected 6 percent from July, amid growing concerns that China’s monetary tightening and the European fiscal crisis may hit second-half demand growth. [ID:nTOE65L006] ($1=1203.3 Won) (Reporting by Cho Mee-young; Editing by Jonathan Hopfner)

Kobe Steel plans $1 bln iron plant in Vietnam

TOKYO, April 2 (Reuters) – Kobe Steel Ltd (5406.T), Japan’s fourth-biggest steelmaker, said it plans to build a $1 billion iron-making plant in Vietnam to tap growing demand for steel.

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Kobe has received approval from the Vietnamese government to start a detailed feasibility study for the project, the steelmaker said on Friday.

The company will soon set up a wholly owned unit in Vietnam to conduct the study.

Kobe Steel aims to start building the plant in the northern province of Nghe An in January 2011 and begin production in early 2013, spokesman Gary Tsuchida said.

Japanese steelmakers, including bigger rivals Nippon Steel Corp (5401.T), JFE Holdings Inc (5411.T) and Sumitomo Metal Industries Ltd (5405.T), aim to shift some of their production to fast-growing Asia to counteract weak domestic growth prospects as the population has peaked.

The plant will use Kobe’s ITmk3 process to produce iron nuggets from low-grade iron ore, which will be used as feedstock for electric-arc furnace steelmakers. The plant will have an annual production capacity of 2.4 million tonnes of nuggets.

Kobe Steel, which earlier licensed the technology to Steel Dynamics Inc (STLD.O) of the U.S., has said it also plans to build nugget plants using ITmk3 technology in countries like India, Russia and Australia. (Reporting by Yuko Inoue; Editing by Chris Gallagher)

Nikkei gains 1.7 pct as banks, high-techs lead

Banks climb amid growing hope US lenders stabilising

* High-tech exporters up on industry hopes after Google, Nokia

* Nippon Steel surges on smaller-than-expected price cut

TOKYO, April 17 (Reuters) – Japan’s Nikkei average rose 1.7 percent on Friday as financial stocks such as Mitsubishi UFJ Financial Group (8306.T) climbed after reassuring earnings results from JPMorgan (JPM.N) fuelled hopes that the banking sector is stabilising.

Sony Corp (6758.T) and other high-tech shares gained after Google Inc’s (GOOG.O) quarterly profit topped expectations, while the world’s top cellphone maker Nokia (NOK1V.HE) said it saw signs of stabilising demand in the handset market. [ID:nN16272680] [ID:nLG183354]

Nippon Steel Corp (5401.T) surged after a newspaper said the steelmaker and its peers had agreed with Toyota Motor Corp (7203.T) to cut steel prices by more than 10 percent this business year, a smaller-than-expected price cut. [ID:nT286976]

“Investors are beginning to harbour hopes that the high-tech industry may be bottoming out. Although demand hasn’t exactly turned positive, there are signs that contractions are slowing,” said Takahiko Murai, general manager at Nozomi Securities.

“At least until the announcement of the results of (bank) ‘stress tests’ on May 4, the market probably won’t sell off bank shares. Also, considering what we have seen so far about U.S. banks earnings, the market doesn’t expect Citigroup to post surprisingly bad figures.”

Citigroup (C.N) is due to post quarterly results on Friday.

A U.S. Federal Reserve official said on Thursday that results of “stress tests” designed to see how the 19 largest U.S. banks would fare should the recession prove unexpectedly severe, would be made public on May 4. [ID:nN16267186]

The benchmark Nikkei .N225 climbed 146.70 points to 8,901.96, while the broader Topix .TOPIX added 1.5 percent to 844.53.

On Wall Street on Thursday, the Standard and Poor’s 500 Index .SPX climbed 1.6 percent after JPMorgan’s results beat analysts’ expectations as debt trading and underwriting revenue surged. [ID:nN16542451]

That added to a string of encouraging results from other banks, including Wells Fargo’s (WFC.N) strong preliminary figures last week.

Japan’s banking shares gained, with top lender Mitsubishi UFJ advancing 2 percent to 515 yen and No.2 Mizuho Financial Group (8411.T) rising 1 percent to 194 yen.

Nomura Holdings (8604.T), the top brokerage, added 1.7 percent to 592 yen.

Exporters gained after Google’s (GOOG.O) results, though Chief Executive Eric Schmidt said the economic environment remains tough with users still searching but buying less.

Sony Corp (6758.T) jumped 4.5 percent to 2,555 yen, after Google’s YouTube said it had reached a deal to post Sony films and TV shows and was talking with other big studios to ramp up content and attract more advertising. [ID:nN16520771]

Canon Inc (7751.T) advanced 2.2 percent to 3,050 yen, while Panasonic Corp (6752.T) gained 2.4 percent to 1,343 yen.

Toyota Motor Corp (7203.T) gained 3 percent to 3,820 yen and Honda Motor Co (7267.T) also rose 3 percent to 2,780 yen.

Shares of Nippon Steel shot up 8 percent to 338 yen. (Reporting by Aiko Hayashi)

Nikkei rises 2.2 pct on banks, Nippon Steel jumps

Banks climb amid growing hope US lenders stabilising

* Nippon Steel jumps on smaller-than-expected price cut report

* High-tech exporters up on industry hopes after Google, Nokia

By Aiko Hayashi

TOKYO, April 17 (Reuters) – Japan’s Nikkei average rose 2.2 percent on Friday as banks climbed after reassuring earnings from JPMorgan, while steelmakers surged on a report that Nippon Steel (5401.T) had negotiated a smaller-than-expected price cut with Toyota Motor Corp (7203.T).

Sony Corp (6758.T) and other high-tech shares advanced after Google Inc’s (GOOG.O) quarterly profit topped expectations and world’s top cellphone maker Nokia (NOK1V.HE) said it saw signs of stabilising demand. [ID:nN16272680] [ID:nLG183354]

“Investors are beginning to harbour hopes that the high-tech industry may be bottoming out. Although demand hasn’t exactly turned positive, there are signs that it is not shrinking as much,” said Takahiko Murai, general manager at Nozomi Securities.

Major steelmakers jumped around 9 percent after a newspaper said the steelmaker and its peers had agreed to a price cut of more than 10 percent for the current financial year. [ID:nT286976]

The benchmark Nikkei .N225 climbed 194.29 points to 8,949.55, while the broader Topix .TOPIX added 1.8 percent to 847.08.

But gains were capped amid caution ahead of Citigroup’s (C.N) quarterly results later in the day.

“After gaining in the morning, the Nikkei will probably hover around the 9,000 mark as it’s hard to go above that level before Citigroup’s earnings and the weekend,” said Yutaka Miura, a senior technical analyst at Shinko Securities.

JPMorgan’s results beat analysts’ expectations as debt trading and underwriting revenue surged, fuelling hopes that the banking sector is stabilising. [ID:nN16542451]

That added to a string of encouraging results from other banks, including Wells Fargo’s (WFC.N) strong preliminary figures last week.

“At least until the announcement of the results of (bank) ‘stress tests’ on May 4, the market probably won’t sell off bank shares. Also, considering what we have seen so far about U.S. banks earnings, the market doesn’t expect Citigroup to post surprisingly bad figures,” said Murai.

A U.S. Federal Reserve official said on Thursday that results of “stress tests” designed to see how the 19 largest U.S. banks would fare should the recession prove unexpectedly severe, would be made public on May 4. [ID:nN16267186]

BANKS CLIMB, STEELMAKERS STRONG

Nippon Steel’s surged 9 percent to 341 yen, while JFE Holdings (5411.T) shot up 9.4 percent to 2,955 yen and Kobe Steel (5406.T) climbed 8 percent to 175 yen.

“The size of the price reduction is far smaller than expected,” Mizuho Securities analyst Hiroshi Matsuda said. “It is hard to understand why Toyota would agree to this price.”

Among banks, top lender Mitsubishi UFJ Financial Group (8306.T) advanced 1.2 percent to 511 yen, while No.2 Mizuho Financial Group (8411.T) rose 1 percent to 194 yen and Sumitomo Mitsui Financial Group (8316.T) climbed 2.4 percent to 3,000 yen.

Exporters rose after Google’s (GOOG.O) results, though Chief Executive Eric Schmidt said the economic environment remains tough with users still searching but buying less.

Canon Inc (7751.T) advanced 2.2 percent to 3,050 yen, while Panasonic Corp (6752.T) gained 3.6 percent to 1,358 yen and Toyota Motor Corp (7203.T) climbed 3.2 percent to 3,830 yen.

Sony Corp (6758.T) jumped 5.7 percent to 2,585 yen, after Google’s YouTube said it had reached a deal to post Sony films and TV shows and was talking with other big studios to ramp up content and attract more advertising. [ID:nN16520771]

Toshiba Corp (6502.T), the world’s No. 2 maker of NAND-type flash memory, jumped 4.4 percent to 332 yen after a newspaper said it will likely post a smaller-than-forecast operating loss for the last business year as flash memory prices stabilised and the company cut costs. [ID:nT308309]

Toshiba confirmed the report on the operating loss after the Tokyo market closed for the midday break.

Trade was moderate on the Tokyo exchange’s first section, with 1.2 billion shares changing hands, roughly in line with last week’s morning average.

Advancing stocks outnumbered declining ones by more than 2 to 1. (Editing by Edwina Gibbs)

Nikkei gains 3 pct on U.S. hopes, NEC Elec seen up

Exporters gain on hope for U.S. economy, yen

* NEC Elec bid up by daily limit on merger news

* Aderans climbs by daily limit on report of Unison bid

* China data eyed for clues for afternoon trade

By Aiko Hayashi

TOKYO, April 16 (Reuters) – Japan’s Nikkei average gained more than 3 percent on Thursday as exporters rose on a weaker yen and on hopes that the U.S. recession could be abating, while NEC Electronics (6723.T) was bid up by its daily limit on news it is in merger talks with Renesas Technology Corp.

Stocks seen as influenced by demand from China rose on expectations for a recovery in the Chinese economy. Nippon Steel Cop (5401.T), the world’s second-biggest steelmaker, climbed 4.2 percent, and shipping firm Nippon Yusen KK (9101.T) jumped 6 percent.

Hope that the economic turmoil was abating rose after the U.S. Federal Reserve’s Beige Book suggested the economy continued to weaken, but the speed of the contraction was easing.

“The Beige Book indicated that there are signs of a recovery in the U.S. economy and that has led the yen to weaken against the dollar. The combination of the weaker yen and gains in U.S. stocks is pushing up the Nikkei average,” said Fumiyuki Nakanishi, manager at SMBC Friend Securities.

The benchmark Nikkei .N225 climbed 2.9 percent to end the morning at 8,996.39, after earlier rising as much as 3.3 percent to 9,030.

The previous day it fell 1.1 percent for its third straight day of losses — its first such run in nearly two weeks.

The broader Topix .TOPIX added 2 percent to 851.92.

“Expectations exist, ahead of a series of Chinese economic indicators, that the country’s economic measures might have started having an impact,” said Yumi Nishimura, manager at Daiwa Securities SMBC.

“Whether the Nikkei can hang on to the 9,000 mark in the afternoon will likely depend on reactions in other Asian markets after the Chinese data.”

Analysts said hopes for a recovery in China helped lift investor confidence, sending related shares such as steelmakers higher in morning trade.

But data out after the Tokyo market closed for the midday break showed China’s annual gross domestic product growth slowed in the first quarter to 6.1 percent from 6.8 percent in the fourth quarter of 2008. That was the weakest pace of growth on record. [ID:nPEK237287]

NEC ELEC LEAPS

The price for NEC Electronics shares was indicated at 930 yen, up 12 percent or its daily limit of 100 yen, after sources said it and Renesas Technology Corp are in the final stage of talks on a merger in a bid to survive as sales slump amid global economic turmoil. [ID:nT223191]

Renesas is a joint venture set up by Japanese electronics groups Hitachi Ltd (6501.T) and Mitsubishi Electric (6503.T).

“The news of the merger between NEC Electronics and Renesas is positive for stock prices as this will help ensure their survival, but in the mid- to long-term, it just suggests that their operating environment is really that bad,” said Nakanishi.

Aderans Holdings Co Ltd (8170.T) also surged by its daily limit. Two sources familiar with the matter said the wig maker was working with private equity fund Unison Capital Inc to build a defence against U.S. hedge fund Steel Partners, Aderans’ top shareholder, which wants to replace most of its board. [ID:nTFD003269]

The Nikkei business daily reported that Aderans’ board would approve a bid for at least 33.4 percent of its shares by Unison Capital Inc at a meeting on Thursday. [ID:nN15509722]

Aderans shares surged 10.6 percent, or by its daily limit of 100 yen, to 1,045 yen.

The dollar was trading around 99.40 yen after moving below 99 yen the previous day. Investors welcome a softer yen as it boosts exporter profits when repatriated.

Toyota Motor Corp (7203.T) rose 1.3 percent to 3,850 yen and Honda Motor Co (7267.T) added 2 percent to 2,780 yen. Sony Corp (6758.T) gained 3.1 percent to 2,520 yen.

Hitachi shares advanced 1.6 percent to 318 yen and Mitsubishi Electric jumped 4 percent to 523 yen.

Trade was moderate on the Tokyo exchange’s first section, with 1.2 billion shares changing hands, in line with last week’s morning average.

Advancing stocks outnumbered declining ones by 5 to 1. (Editing by Joseph Radford)

Nikkei trims gains after China GDP data

TOKYO, April 16 (Reuters) – Japan’s Nikkei average trimmed gains on Wednesday after data showed China’s economy grew 6.1 percent in the first quarter from a year earlier, its slowest ever quarterly growth.

Stocks seen as influenced by demand from China, such as Nippon Steel Corp (5401.T), the world’s second-biggest steelmaker, pared gains. Shippers lost ground as well, as did automakers. The benchmark Nikkei .N225 was up 2.2 percent at 8,934.65. It had finished the morning with gains of 2.9 percent after earlier climbing more than 3 percent. (Reporting by Elaine Lies)

Japan stocks rise on global recovery hopes, AS

TOKYO (AP) Japan stocks extended gains Friday, rising for the fourth straight week on growing optimism that the world’s major economies may be stirring back to life. The benchmark Nikkei 225 stock average rose 30.06 points, or 0.3 percent, to 8749.84.

The index has added 640 points this week and is up 20 percent over the last month. The broader Topix index closed up 0.6 percent to 831.36.

Stocks jumped sharply in the morning, as investors cheered a weaker yen and Thursday’s G-20 meeting, during which the world’s major powers pledged more than $1 trillion to combat the global economic crisis. They also vowed new efforts to clean up banks’ tattered balance sheets, shut down tax havens and tighten financial regulations.

The summit partners also renewed vows not to turn inward or pass protectionist policies. “It’s not that Japan gained anything for itself specifically” at the G-20, said Seiichi Miura, an equity strategist at Mitsubishi UFJ Securities in Tokyo.

“But it provided confirmation that countries were committed to working together.” Gains dwindled in the afternoon, however, as investors turned somewhat cautious and sold to lock in profits before the weekend, Miura said.

Exporters were among the day’s biggest winners, with shares of automakers and tech firms lifted by a weaker yen. Toyota Motor Corp.

soared 7.3 percent to 3,690 yen, Nissan Motor Co. was up 5.9 percent to 458 yen, and Panasonic Corp.

closed 6.1 percent higher at 1,214 yen. Steel companies jumped after new figures showed Chinese manufacturing expanded slightly in March for the first time in six months.

JFE Holdings Inc. rose 7.6 percent to 2,480 yen, and Nippon Steel Corp.

added 4.3 percent to 294 yen. The dollar was trading at 99.66 yen Friday afternoon in Asia after hitting 100 yen overnight for the first time since October.

The euro stood at $1.3423 from $1.3461 late Thursday.