6330 Toyo Engineering
- Japan Guru
- Jul 17
- 1 min read
Updated: Aug 14
The third largest Mitsui-affiliated general engineering company in Japan. Strengthens fertilizer and ethylene plants. Joint venture with 6269 MODEC for offshore (marine) facilities.
Japan Guru's substack on this stock (FREE): "Bought some 6330 Toyo Engineering - A boring business that is hard to stop thinking about." July 16, 2025
Toyo Engineering CEO discusses how they have stabilized their profits up to now, and the business they will focus on in the future and the trends in the FPSO (Floating Production, Storage and Offloading) business, which has received many orders
https://diamond.jp/articles/-/373815
minami torishima rare earth test drilling to start Jan 11, 2026
6330 playing major part. see my stack link above
南鳥島沖のレアアース試掘、26年1月11日から 内閣府が航海計画：日本経済新聞
https://www.nikkei.com/article/DGXZQOSG253HJ0V20C25A9000000/
summary of rare earth stocks
https://x.com/karin_kabu/status/1959505955445768392?t=cXfA7CzkE7Na7n_bR5f7rw&s=19
JP government to build a new research mother ship to conduct deep sea research. The ship will be able to carry multiple probes, and will efficiently conduct research for the development of marine resources such as rare earths. The government plans to include related expenses in the fiscal 2026 budget proposal.
https://www.nikkei.com/article/DGXZQOUA1928E0Z10C25A6000000/
https://x.com/mameyama_kun/status/1945810839912788426
"Japan and EU to deepen partnership on rare earth procurement, in a joint move to break away from dependence on China
The EU will explore development opportunities in Greenland and Africa to ensure a stable supply of important minerals. At the 2+2 summit, they will discuss whether Japanese companies can participate in EU projects, and will draw up concrete cooperation projects after this summer"
https://www.nikkei.com/article/DGXZQOGR17CGA0X10C25A7000000/