JAPEX (1662 JP): U.S. Tight-Oil Pivot Drives Earnings Reset and Re-Rating Potential
JAPEX acquires Verdad for $1.3bn, boosting DJ Basin oil exposure and diversifying earnings away from LNG. Operating profit expected to increase in...
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Primer: Inpex Corp (1605 JP) - Sep 2025
Inpex is Japan's largest E&P company, with its flagship Ichthys LNG project in Australia serving as a cornerstone of its production and cash...
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ENEOS Holdings (TSE: 5020): Cash Returns Support, Valuation Capped
ENEOS, Japan's top energy group, faces earnings fluctuations due to oil prices and inventory losses, with valuation above fair value and risks...
934 Views
StubWorld: Japex/Inpex, Amorepacific, Wynn, Shimao, Takara, Silicon Integrated/United Micro
For a change of pace, this insight briefly canvasses a clutch of Holdco's trading at extreme levels. Inpex is the key Holdco discussed.
583 Views
Inpex (1605 JP) - Earnings, Forecasts and a BIGLY Buyback (Aug 2023 Version)
Inpex announced earnings and, revised its forecast upwards (for the second time this fiscal year), and announced a buyback. The buyback is big...
584 Views