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...
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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...
355 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...
356 Views
Japan's YTD OP Growth Now at 2% with Net Income Flat YoY
With 365 names already reporting 3Q numbers the picture is starting to shape up. Looking at the overall market, YTD OP is up 2.3% and Net Income is...
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Nissan To Make MitMotors Great Again?
The conclusions in my last comment about Mitsubishi Motors two weeks ago suggested Nissan would make an excellent acquirer for Mitsubishi Motors...
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