Chiyoda: Increasing Capex in LNG and GP Margin Expansion Could Drive Earnings
E&P activities gaining traction amidst demand for energy reserves bolstered by recovered energy prices. This has led to many of the pending...
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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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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...
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Chiyoda: The Next Order Cycle Is Upon Us
Exxon Mobil Corp (XOM US) broke ranks with peers last week, announcing an aggressive capex plan for the next decade, boosting 2018's capex to...
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Mitsubishi Corporation’s Decision to Increase Stake in Mitsubishi Motors a Green Flag?
The Offer Implies MC’s Confidence in MMCIn our previous note, Mitsubishi Motors Makes a Fast Recovery from a Troublesome Year, we expected a big...
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