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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MODEC Vs. SBM Offshore - Discount Unwarranted
As a follow-up to our look at Mitsui Engineer & Shipbuild (7003 JP) , we examine the potential underlying value of its stake in Modec Inc (6269...
655 Views
Mitsui Engineering Discount to NAV Hits 44% Again. Is a Repeat of Feb 2016's 40% Rally on the Cards?
Mounting losses in its Shipbuilding and Engineering segments have seen Mitsui Engineer & Shipbuild (7003 JP) 's Discount to NAV on Smartkarma's...
478 Views
Asia FX Action Points
Chartonics webcast Tuesday 22 March 2016 Asia FX actionTo view click on this link: http://www.screencast.com/t/m9gF64uDp 5:15 min.We run through...
1.2k Views
Asia into Next Week
Our view for a zig zag uptick sequence has not changed and counting on a secondary low in the S&P and oil to provide support for a final uptick...
1.7k Views