Primer: Nippon Steel Corporation (5401 JP) - Apr 2026
Nippon Steel is undertaking a significant strategic pivot, marked by the landmark acquisition of U.S. Steel, to expand its global footprint and...
154 Views
Japan: Relative Value Opportunities and Pair Trades (13 Oct 2026)
Discover two pair trade opportunities across two sectors using statistical mean-reversion methodology for actionable insights.
73 Views
Iron Ore: Weak Steel Margins, CMRG Pressure and SLX Set Up a Tug-Of-War
CMRG is squeezing Australian iron ore miners, but without deeper Chinese steel production cuts or stronger stimulus, a sustained iron ore rebound...
114 Views
Nippon Steel: Ambition Raised, Returns Deferred
Despite ambitious scale ambitions and U.S. Steel integration, negative free cash flow is projected through FY26 due to capex etc., delaying ROCE...
636 Views
Nippon Steel Placement - Cleanup by Posco Right After Expiry of Previous Deal
Posco Holdings is looking to sell its remaining stake in Nippon Steel (5401 JP) to raise up to US$154m via a cleanup block trade.
402 Views