Names Potentially Well Positioned to Beat Year-End Estimates
With a good portion of Japanese companies having already announced 1H results, we looked at the names that are well positioned for the second half....
618 Views
StubWorld - Set-Up & Unwind Extremes: Japan Post, Mitsui Engineer, Iljin Holdings
This week I briefly look at recent (& ongoing) bifurcations in Japan Post Holdings Co Ltd (6178 JP), Mitsui Engineer & Shipbuild (7003...
524 Views
The Week That Was in NorthAsia@Smartkarma: Korea, Toshiba, and Korea
It has been another great week for risk in otherwise low volatility and low volumes across most markets in the world. In Asia, only Australia,...
270 Views
Hitachi (6501) - MHI Requests US$7 Billion Arbitration Claim as Chancellor Scandal Is Revived
Last week, Hitachi (6501 JP) announced that it received a request for arbitration from Mitsubishi Heavy Industries (7011 JP) [MHI] with regards to...
353 Views
Reinitiating Coverage of Mitsubishi Heavy Industries With a Higher FVE of JPY 504; 1Q Results Mixed
A transfer of coverage for Mitsubishi Heavy Industries (7011 JP), or MHI, sees us lift our fair value estimate to JPY 504 from JPY 450 as we adjust...
153 Views