Last Week in Event SPACE: Alpine/Alps, Renault, Takeda, Trade Me, Holcim, Toshiba, GMO
Last Week in Event SPACE ... In the sordid and ongoing war for the hearts and minds of investors in Alpine Electronics (6816 JP), ISS says take...
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TRADE IDEA: Mitsui E&S (7003 JP) Stub - Every Dog Has Its Day
Every dog has its day and every thing has a price. Mitsui Engineer & Shipbuild (7003 JP) has been a dog that hasn't had its day in a long, long...
1.1k Views
MODEC: Order Win in Mexico Is a Positive, Stock Rebounds 7% as MS Initiates with Buy
Modec Inc (6269 JP) has won an order for an FPSO in Mexico including a 15+5 year charter. The company was bidding against Bumi Armada (BAB MK) and...
606 Views
Modec: Petrobras Order Delays Negative but Orders from India and Mexico Could Support Backlog
Modec Inc (6269 JP) shares have steadily ground higher this year, up 13.9% YTD while Topix has fallen 5.3%. We visited the company to find...
506 Views
Divestments in Ship Building, Improvement in Engineering and Outperforming MODEC to Drive Upside
Few Positives on MES Restructuring in Shipbuilding segment improving the cost structure to the point where breakeven is becoming visible The...
592 Views