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Gervin Gayan

Gervin Gayan
Equity Analyst

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bearishBoeing Co
21 Sep 2018 13:03

737 MAX & A320neo Production Targets Will Probably Not Be Achieved Due to LEAP Engine Shortage

Boeing 737 Max Vs Airbus A320neo The increase in the oil price and price competition between airline operators (especially in the case of short-...

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06 Sep 2018 11:00

MHI (JP 7011): Declining Orders and Widening Aircraft Loss Could Miss Guidance

1QFY19 Results Were Better, Mostly Due to the Turnaround in the Power System Segment Despite MHI posting flat YoY revenue of JPY906bn in 1QFY18,...

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24 Aug 2018 09:46

Divestments in Ship Building, Improvement in Engineering and Outperforming MODEC to Drive Upside

Few Positives on MES Restructuring in Shipbuilding segment improving the cost structure to the point where breakeven is becoming visible The...

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bullishDmg Mori Co Ltd
16 Aug 2018 07:48

DMG Mori (6141 JP): Improvement in Bottom-Line Could Break Its Short-Term Downtrend

Company’s 1HFY18 Results Dmg Mori Co Ltd (6141 JP) posted revenue of JPY266.1bn (+24% YoY) and OP improved sharply to JPY15.8bn (from JPY9bn in...

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bullishOkuma Corp
10 Aug 2018 12:17

Okuma (6103 JP): Focus on Operational Efficiency and Market Penetration

Company’s 1QFY18 Results Okuma Corp (6103 JP)’s revenue increased to JPY48.7bn (+32% YoY) and OP improved sharply to JPY5.9bn (from JPY3.3bn in...

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