The Tokyo Stock Exchange hosts world-class shipping, steel and materials companies. NYK, MOL and K Line delivered extraordinary BDI-cycle returns. Nippon Steel, Komatsu and Sumitomo Metal Mining offer steel and copper cycle exposure.
| # | Stock | Signal | Cycle return | Duration | Period |
|---|---|---|---|---|---|
| 1 | Nippon Steel5401 | Steel HRC | 24 mnd | 2020-04 → 2022-04 | |
| 2 | Sumitomo Metal Mining5713 | LME Copper / Gold | 29 mnd | 2016-01 → 2018-06 | |
| 3 | Nippon Yusen (NYK)9101 | Baltic Dry Index | 24 mnd | 2020-05 → 2022-05 | |
| 4 | Mitsui OSK Lines9104 | Baltic Dry Index | 24 mnd | 2020-05 → 2022-05 | |
| 5 | Kawasaki Kisen (K Line)9107 | Baltic Dry Index | 24 mnd | 2020-05 → 2022-05 | |
| 6 | Komatsu6301 | Global PMI / Iron Ore | 18 mnd | 2020-04 → 2021-10 | |
| 7 | JFE Holdings5411 | Steel HRC | 22 mnd | 2020-04 → 2022-02 | |
| 8 | Eneos Holdings5020 | Brent Crude | 24 mnd | 2020-04 → 2022-04 | |
| 9 | Mitsubishi Materials5711 | LME Copper | 29 mnd | 2016-01 → 2018-06 | |
| 10 | Inpex1605 | Brent Crude | 24 mnd | 2020-04 → 2022-04 |
| # | Company | Signal | Return |
|---|---|---|---|
| 1 | Sumitomo Metal Mining5713.T | LME Copper + Nickel | |
| 2 | JFE Holdings5411.T | HRC Steel | |
| 3 | Mitsubishi Materials5711.T | LME Copper + PMI | |
| 4 | Inpex1605.T | Brent + JKM LNG |