INDIA NUCLEAR — SHANTI BILL 2025: From Liability Paralysis to a $550–750bn Private-Build Pipeline
SHANTI transforms nuclear energy into a bankable asset class in India, with a shift towards a 100-GW build mandate and focus on SMRs and...
132 Views
JAPEX (1662 JP): U.S. Tight-Oil Pivot Drives Earnings Reset and Re-Rating Potential
JAPEX acquires Verdad for $1.3bn, boosting DJ Basin oil exposure and diversifying earnings away from LNG. Operating profit expected to increase in...
278 Views
Raksul (4384 JP): Goldman-Backed Founder MBO Highlights Japan’s New Tech Take-Private Cycle
At ¥1,950, Raksul has shifted from arb to a governance squeeze: A14% negative spread shows investors are paying for a bump, not ¥1,710 certainty....
705 Views
Taiheiyo Cement (5233 JP): U.S. Scarcity Assets Drive Activist Re-Rating Potential
Activist investors target Taiheiyo Cement's California platform for re-rating and potential monetization, aiming to increase share value from...
290 Views
DOWA Holdings (5714 JP): Risk Reset Completed; Optionality Priced In
DOWA's stock price has increased due to reduced risk and commodity potential, but structural issues persist, leading to a neutral outlook despite...
218 Views