Evergreen Marine: Not Really So Complex After All, & Cheap on EV/Capacity
Institutional investors have long shied away from owning Evergreen Marine Corp Ltd (2603 TT) for two reasons unrelated to the container shipping...
529 Views
Three Japan Giants to Combine Container Assets; Positive in Long-Term, Musical Chairs For Now
What's the deal? Japan's three largest shipping companies -- Nippon Yusen Kk (9101 JP), Mitsui Osk Lines Ltd (9104 JP), and Kawasaki Kisen Kaisha...
324 Views
Structural Reform I: The Japanese Financial Sector
In Why Overcoming Deflation Is Not Enough Part III: Corporate Governance, we argued that corporate governance is pivotal to successful structural...
320 Views
Melco Holdings BuyBack: Start of a Trend?
The decision by Melco Holdings to buy back 15% of outstanding shares is an announcement that is likely to be picked up by a few lucky holders of...
421 Views
Japanese Elections: "Abenomics" Versus a Move to the Right
In the shadow of the EU referendum, rising support for conservative political factions among disaffected voters seems to have rubbed off on Japan,...
301 Views