Smartkarma: Special Situations Weekly Update (3 April 2017)
We at Smartkarma Special Situations put out this weekly update to highlight trade ideas we like, key events from the week gone by and what to look...
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Idemitsu/ShowaShell Merger Delayed?
The merger between Idemitsu Kosan Co Ltd (5019 JP) and Showa Shell Sekiyu KK (5002 JP) has been on the rocks for many months as the Idemitsu...
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Smartkarma - Special Situations Weekly Update (12 Sep 2016)
We at Smartkarma Special Situations put out a weekly update on trade ideas we like, key events from the week gone by and what to look out for in...
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Idemitsu - Push Is Coming to Shove
A veritable flurry of articles came out in the last few days. Starting perhaps with the Mainichi on Friday morning, and continuing through the...
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Japan Refiner Mergers: Â Antitrust Approvals Grouped Together
In July 2015, after 7 months of speculation that #2 Japanese refiner by sales Idemitsu Kosan Co Ltd (5019 JP) and #4 Showa Shell Sekiyu Kk (5002...
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