Mitsui Mining: New Smartphone Clients for Microthin HDI Circuit Boards to Drive Growth
Mining & Smelting Co (5706 JP) has been the best performer among the smelters since the start of 2017, up 64.5% as its engineering segment...
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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...
377 Views
With Earnings About to Start, Names that Have Recently Revised or Have Analysts Still Confused....
Earnings will start in earnest in the next couple of weeks and so we thought we would take a look at 1- companies that have recently revised...
291 Views
Idemitsu Not Willing To Take On Family?
In late December I wrote that the Idemitsu family had started buying shares in Idemitsu Kosan Co Ltd (5019 JP) to increase its stake. The issuance...
328 Views
Int'l Equity Strategy: Buy Energy, Global Autos
Sector trends are telling a bullish narrative. Cyclical sectors continue to lead, with tech at the helm, and defensive segments still exhibit...
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