Modec Price Momentum Strong, 230% of Market Cap in Orders Incoming by Year End - 8x PE Is Too Cheap
Modec is up about 22% in one and a half months rebounding close to its recent peak following SMBC initiating on the stock with a buy. The company's...
296 Views
StubWorld - Set-Up & Unwind Extremes: Japan Post, Mitsui Engineer, Iljin Holdings
This week I briefly look at recent (& ongoing) bifurcations in Japan Post Holdings Co Ltd (6178 JP), Mitsui Engineer & Shipbuild (7003...
524 Views
A Look Back At Our 1H Calls and Their Performance
With the year half finished we look back at the performance of our Japanese stock ideas over the last 9 months since we first began writing on...
346 Views
Names Where Analysts Continue to Be Confused....
I really love the cyclical nature of earnings estimates. Companies report full-year numbers and estimates go all over the place. Every year...
311 Views
MODEC Visit Confirms Improvement in Order Outlook
A discussion with Modec Inc (6269 JP)Â yesterday lead us to believe that positive news flow on orders for FPSOs is likely to pick up going forward...
452 Views