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...
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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...
159 Views
Mitsui Engineering Targets Natural Gas Hydrate as Japanese Shipbuilders Restructure
We wrote on Mitsui Engineering & Shipbuilding (7003 JP) on 14 Feb noting the very high level of its holding company discount, likely due to...
782 Views
Pension Problems in Asia: Sacrificing the Staff for Bigger Bonuses
Falling interest rates and ageing populations that live longer are proving to be a toxic combination for defined benefit pension plans and, despite...
326 Views
Toshiba: The Surprising Lack of Read-Across to the Rest of Japan Inc.
There is a tendency to view Toshiba (6502 JP) as an extreme, but ultimately typical example of Japanese corporate culture (e.g. this well-worth...
339 Views