MODEC Visit Confirms Improvement in Order Outlook
A discussion with Modec Inc (6269 JP)Â yesterday lead us to believe that positive news flow on orders for FPSOs is likely to pick up going forward...
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MODEC Vs. SBM Offshore - Discount Unwarranted
As a follow-up to our look at Mitsui Engineer & Shipbuild (7003 JP) , we examine the potential underlying value of its stake in Modec Inc (6269...
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Mitsui Engineering Discount to NAV Hits 44% Again. Is a Repeat of Feb 2016's 40% Rally on the Cards?
Mounting losses in its Shipbuilding and Engineering segments have seen Mitsui Engineer & Shipbuild (7003 JP) 's Discount to NAV on Smartkarma's...
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Energy: Who Could Benefit from Brexit?
Brexit negotiations are likely to start soon. Everyone is looking at the consequences on forex and on the UK financial sector. But who could...
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