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...
399 Views
The Week That Was in NorthAsia@Smartkarma: Rights Offering, Kosmetics, Gaming & Samsung
As usual, we weren't short of interesting Japan/Korea stories last week. Hyundai Heavy Group issued a massive right offering, and also Toshiba-WD...
171 Views
MODEC Visit Confirms Improvement in Order Outlook
A discussion with Modec Inc (6269 JP) yesterday lead us to believe that positive news flow on orders for FPSOs is likely to pick up going forward...
334 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...
649 Views
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...
464 Views