Showa Denko Pays BIG MONEY for Hitachi Chem (4217)
Earlier this month, Toshiba Corp (6502 JP) and Showa Denko K K (4004 JP) came out to say that the two had agreed on exclusive negotiating rights...
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Showa Denko - Hitachi Chemicals Acquisition Could Be Accretiveā¦ Eventually
As Showa Denko emerges as a somewhat surprising frontrunnerĀ for Hitachi Chemical, we examine what the potential deal may look like. We had earlier...
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šÆšµ JAPAN ā¢ Summer Results & Revision Scores - Large Caps
INTRODUCTION - Following on from our previous Insights covering the Market Composite, Sector and Peer Group Aggregate Results and Results &...
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Samsung Etching Gas Situation Still Very Much Alive
Samsung's etching gas situation is still very much alive. Chosun put out two reports on this early this morning. To me, these Chosun reports are...
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Extreme Valuations: Global Stock Ideas Using the BORUC Yield
The Bucephalus Idea Generator (BIG) picks stocks by combining our work onĀ Creative AccountingĀ and our work onĀ capex andĀ valuation cycles to see...
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