Worst Over for Asian Refining Spreads?
We’ve been bullish on crude oil this year and the surprise has been weak US gasoline demand, creating a growing product surplus rippling through...
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A Performance Review on Our Recommended Positions for the Last Six Months
In this report, we look at the performances of view on the stocks we covered for the first half of 2018. We covered the Japanese Airlines – Japan...
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Japan Inc. Applies the Brakes - 1st Quarterly Capex Contraction Since 2016 Signals a Cycle Peak
JAPAN AGGREGATE CASH FLOW UPDATE - This insight updates Declining Operating Cash Flow to Curtail Investments with the most recent quarterly reports...
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Inpex Already Double the Budget for the Ichthys Project - Can It Be Higher?
Complexity of the Ichthys Project Justifies Project DelayInpex Corp (1605 JP)’s Ichthys LNG project in Western Australia is Japan’s largest...
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StubWorld: Japex, Renault/Nissan, Wynn and the Chain Principle
This week in StubWorld ... Japan Petroleum Exploration (1662 JP) is trading rich to Inpex Corp (1605 JP) on a one-year time frame, yet a...
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