Sanyo Special Steel Special Deal with NSSMC - A Steal? Or Stolen?
In mid-March this year, Sanyo Special Steel (5481 JP) and Nippon Steel & Sumitomo Metal (5401 JP)announced that they had commenced discussions...
706 Views
Trade War: Schoolyard Bully Logic Says China Just Signaled That It Would Cave
Following the previously telegraphed move by the US to begin the process of levying tariffs on a further USD200bn in Chinese goods, markets...
827 Views
Promising High Correlation of 84% - Steel Company Profitability Vs Steel and Raw Material Prices
Profit figures of the steel companies are highly correlated with the prices of Steel and the prices of its raw materials. Steel profitability is...
569 Views
Japan : Q2 Sector & Company Performance Review
DOMESTIC DEFENSIVE SECTORS ▲ GLOBAL CYCLICAL SECTORS ▼ - The Q1 trend shift away from global cyclical sectors accelerated in the second quarter...
336 Views
Names with Low PBR Relative to History and Sector....
We screened for names in Japan with a low PBR relative to its own history and also low relative to other names in the Sector. Large-cap names that...
214 Views