Primer: Nissan Chemical Industries (4021 JP) - Apr 2026
Nissan Chemical is a specialty chemical company with a strong, defensible position in high-growth niche markets, particularly in semiconductor...
104 Views
Taiyo Holdings (4626 JP): Bump Pressure Builds, but KKR Holds the Cards
The tender launch has moved to around late November, from early October. Approvals still outstanding: China’s competition clearance and Japan’s...
170 Views
OIL: When a Short-Term Spike Becomes Long-Term Reality
So far, global markets remain optimistic that the damage from the war in Iran will be repaired relatively soon; however, that will change as the...
630 Views
Japan Morning Connection: Oil Spike Starting to Bite with Airlines Tumbling on the Outlook for Fuel
Shippers were lower globally after a slightly better day in Asia yesterday. Big drops for US airlines. Continues to look good for long 9202 ANA vs...
314 Views
No Visible Recovery Signs in the Short Term
The Thai auto industry faces challenges from weak demand both domestically and internationally, likely pushing auto production in 2024E down by...
88 Views