Geared High-Bypass Turbofans Key to Aero Engine Efficiency Improvements
KHI has positioned its aerospace and aero engine businesses as their biggest growth driver over the medium-term. Revenue and margins should be...
398 Views
StubWorld - Set-Up & Unwind Extremes: Japan Post, Mitsui Engineer, Iljin Holdings
This week I briefly look at recent (& ongoing) bifurcations in Japan Post Holdings Co Ltd (6178 JP), Mitsui Engineer & Shipbuild (7003...
603 Views
Mitsui Engineering Targets Natural Gas Hydrate as Japanese Shipbuilders Restructure
We wrote on Mitsui Engineering & Shipbuilding (7003 JP) on 14 Feb noting the very high level of its holding company discount, likely due to...
837 Views
Nabtesco Visit Affirms Viability of Medium Term Plan and Commitment to Shareholder Returns
Our visit to Nabtesco Corp (6268 JP) today left us with a strong positive impression. A risk of a fall in sales in the rolling stock business...
406 Views
Nabtesco: The Cheaper Play on Robotics
22.5x PE may not seem terribly cheap, but with 6% of its market cap in net cash and as the proud owner of almost 20% of Harmonic Drive Systems Inc...
419 Views