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
Iwatani: The Unsexy Ageing Demographic Play with a Pinch of Hydrogen Economy and a Dash of 10x PE
Iwatani Corp (8088 JP) is an Osaka-based small cap of JPY206bn market cap with a daily trading value of around JPY500m that we consider to have...
377 Views
Factory Automation Earnings: Is the Fanuc Shock for Real?
Fanuc Corp (6954 JP) shocked markets last Thursday by forecasting a 34% drop in OP, together with somewhat underwhelming results. Consensus...
313 Views