The Two Weeks in NorthAsia@Smartkarma That Were: BOJ/N225, Buybacks, & Biosimilars
The past two weeks involved a long Chinese New Year holiday for many so last weekend's Week That Was was carried over. The "slow" two week period...
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Chiyoda: Return to Profitability, Potential for Orders Rising
3Q OP Surprises at +JPY4.3bn Next FY OP could be double consensus or more Order outlook in North America Improving After incurring a JPY13.7bn...
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LNG's Stealth Recovery Could Save Toshiba, Propel Chiyoda to New Heights
The established narrative regarding LNG is that there is a glut, and this view is supported by renegotiations of long-term contracts downwards. In...
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Chiyoda: 11% Fall on Broker Downgrade Creates Entry Opportunity
Chiyoda Corp (6366 JP) has fallen from JPY792 at the close on Wed to JPY705 as a result of a downgrade by SMBC Nikko. Earnings are still likely to...
235 Views
Toshiba: A Look at the Scenario Where Toshiba Retain TMC as a Consolidated Subsidiary
Following up on our insight where we turned more constructive on Toshiba stock (in the short-term in particular), we provide a more detailed...
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