Kobe Steel: Analysing the Falsified Data Products and Potential Asset Sales
At 5pm JST on 13 Oct Kobe Steel held a meeting to disclose further details regarding newly discovered "improper conduct". The news was related to...
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Sumco Placement - An Even Smaller Deal Size than Before
Nippon Steel & Sumitomo Metal Corp (5401 JP) (NSSM) is selling 16.1m shares of Sumco Corp (3436 JP) worth approximately US$250m. Post-sale,...
439 Views
Besterra (1433 JP) TOPIX Inclusion - Not Inexpensive
SMALLCAP TOPIX INCLUSION EVENTBesterra (1433 JP) is a company with a decidedly unsexy milieu - it gets 98% of revenues from dismantling old steel...
438 Views
Re-Initiating Coverage of NSSMC with No-Moat, Stable Trend Ratings, FVE of JPY 1,990
We are re-initiating coverage on Nippon Steel & Sumitomo Metal Corp, or NSSMC, with a no-moat and stable moat trend ratings, along with a fair...
247 Views
StubWorld - Set-Up & Unwind Extremes (25 Aug 2017)
This week I briefly look at recent bifurcations in China Unicom Hong Kong Ltd (762 HK) and Henderson Land Development (12 HK), amongst others.These...
342 Views