Chiyoda Corp: Looking to Revive Itself with Innovative Solutions
Chiyoda Corp (6366 JP) registered revenue of JPY603.7bn in FY03/17 (-1.3%YoY) compared to JPY611.5bn in FY03/17 (+27.1% YoY). Low oil and gas...
336 Views
Container Shipping Cyclical Gains Waning; Japan's K-Line Cuts 3/18 OP Target on Rising Competition
Last week we noted that, after several quarters of improving profitability, container shipping earnings could begin to stagnate as the industry...
282 Views
Yusen Logistics - Tender Offer By Parent
Yusen Logistics Co Ltd (9370 JP), which is the domestic and international air freight forwarding, sea freight scheduling agency, trucking,...
1.5k Views
You Are Here--> Taiwanese & Japanese Container Carriers' Recovery & Valuations Since Hanjin's Demise
In this note we aim to show investors how far the Taiwanese long-haul container carriers and their Japanese rivals have come since Hanjin Shipping...
717 Views
August Is All About Quality and Momentum and Definitely Not About Beta....
High Beta names do not do well in August in Japan. In fact, August is the worst month out of the year for high Beta names. On the other side, names...
690 Views