Primer: Mitsubishi Chemical (4188 JP) - May 2026
Strategic Transformation Underway: Mitsubishi Chemical is in the midst of a significant portfolio restructuring under its 'Forging the future'...
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Asian Alpha Hedge Portfolio (March, 2026)
While we do not believe that the Iran conflict is close to a resolution, we believe that the U.S. side needs to reach one, and that will eventually...
326 Views
OIL: When a Short-Term Spike Becomes Long-Term Reality
So far, global markets remain optimistic that the damage from the war in Iran will be repaired relatively soon; however, that will change as the...
630 Views
MS-Japan Index Earning Revision (Sep): Toyota Motor, Nippon Yusen Kabushiki Kaisha, Recruit
We analyzed MS-Japan's consensus for Sep 2026 and highlighted changes of EPS in Toyota Motor (7203 JP), Nippon Yusen Kabushiki Kaisha (9101 JP),...
97 Views
Opportunity in Global Cyclical Value and Defensives: Energy, Materials, Real Estate, Telecom, Utes
Opportunity in Global Cyclical Value and Defensives; Actionable Themes: Energy, Materials, Transports, Real Estate, Telecom, and Utilities....
333 Views