A Performance Review on Our Recommended Positions for the Last Six Months

Japan Drilling: Drops 95% on Reorganisation News and Rebounding 51% as NYK Emerges as Sponsor

Japan Drilling: Bankruptcy Possible but Share Price Could Surge 5-10x If NYK Steps In

Inpex Guided to Lower Earnings Compared to Consensus Amidst Conservative Demand

Renegotiation of LNG Contracts Will Be More Evident in Coming Years Amidst Depressed Spot Prices

Ichthys Takes Inpex One-Step Closer to the Oil Majors

Global Oil Prices & Asia - Too Early to Start Fretting

Equity Analyst, LightStream Research

Nuzran Sahib

Equity Analyst

Long-Short Analysis on Japan, Asia and the World

LightStream Research

LightStream conducts quantitatively rigorous and data-driven analysis with a focus on Japan and Asia.

We consistently cover the Tech, Consumer and Industrial sectors, and provide ECM and Events coverage more broadly.

We supplement traditional qualitative insights from company relationships with a robust quantitative foundation that examines as much historical data as is available.
We further refine the accuracy of our insights and calls through the use of alternative data to flesh out current trends, and through a valuation framework that emphasises non-superficial peer group selection and a proper attempt to understand the metrics and changes that have driven security valuations in the past.

Equity Bottom-Up

Complexity of the Ichthys Project Justifies Project Delay<a href="https://www.smartkarma.com/entities/20665" target="_blank" data-smartkarma-citation="entities:20665:1">Inpex Corp (1605 JP)</a>’s Ichthys LNG project in Western Australia is Japan’s largest investment overseas to-date. The project consists of the following;<ol>
<li>On-shore production facilities (including two LNG processing trains, LPG and Condensate plants, product storage tanks and a combined cycles power plant).</li>
<li>The world’s largest semi-submersible Central Processing Facility (CPF).</li>
<li>A Floating, Production, Storage and Offloading facility (FPSO).</li>
<li>890km…</li>
</ol>

Complexity of the Ichthys Project Justifies Project DelayInpex Corp (1605 JP)’s Ichthys LNG project in Western Australia is Japan’s largest investment overseas to-date. The project consists of the following;
On-shore production facilities (including two LNG processing trains, LPG and Condensate plants, product storage tanks and a combined cycles power plant).
The world’s largest semi-submersible Central Processing Facility (CPF).
A Floating, Production, Storage and Offloading facility (FPSO).
890km…


INPEX、イクシスプロジェクトの予算をすでに2倍に増額 ― さらに増額できるのか？