JAMCO (7408 JP): Bain’s Tender Offer Is Light but Likely a Done Deal
While representing a 5-year high, the offer is light as it is below the midpoint of the IFA DCF valuation range. However, the modest required...
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Showa Aircraft TOB by Bain - 1.35mm Square Meters of Land At Stake
If you want to skip past the history, jump to The New News...Just over 80 years ago in 1937, a gentleman named MAKITA Tamaki, who was married to...
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TRADE IDEA: Mitsui E&S (7003 JP) Stub - Every Dog Has Its Day
Every dog has its day and every thing has a price. Mitsui Engineer & Shipbuild (7003 JP) has been a dog that hasn't had its day in a long, long...
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Divestments in Ship Building, Improvement in Engineering and Outperforming MODEC to Drive Upside
Few Positives on MES Restructuring in Shipbuilding segment improving the cost structure to the point where breakeven is becoming visible The...
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Mitsui Engineering Discount to NAV Hits 44% Again. Is a Repeat of Feb 2016's 40% Rally on the Cards?
Mounting losses in its Shipbuilding and Engineering segments have seen Mitsui Engineer & Shipbuild (7003 JP) 's Discount to NAV on Smartkarma's...
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