Toshiba: King Street's Valuation Analysis Is... Punchy?
Part 2 of comments on King Street's deck Toshiba | Unlocking Value of October 3rd. Part 1 was in Toshiba: King Street's Buyback Proposals Lack...
788 Views
Chiyoda: JPY2.5trn in Potential Orders, JPY220bn in Market Cap and a SPERActacular Future
Chiyoda Corp (6366 JP)'s performance has been lacklustre in the last few months following the announcement of additional losses on the Cameron LNG...
389 Views
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...
550 Views
Yamaha Motor Philippine: The Only Way Is up in Scooters Paradise, but Don’t Wake up the Dragon!
Mio is key While Mio Kato, CFA is a star insight provider on Smartkarma, we are rather talking about the core product of Yamaha Motors Philippines...
625 Views
KHI (7012) Oversold Here, 13x with Some Good Growth Drivers.
Last year operating profit came in at Y55.9bn (+22%). This compares with their initial estimate of Y58bn. Provisions for rolling stock for Long...
127 Views