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Idemitsu Kosan (5019 JP)
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92
Analysis
Energy
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Japan
Idemitsu Kosan Co., Ltd. explores, imports, refines, and distributes petroleum and its related products. The Company also manufactures and sells petrochemical products.
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bullish
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Mizuho Financial Group
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20 Jun 2024 08:48
Mizuho Cross-Shareholding - US$11bn of Cross-Shareholding, with at Least US$2bn to Sell over FY24-26
Following up on our earlier cross-shareholding notes, in this note we look at Mizuho Financial Group (8411 JP)'s cross-shareholding.
Sumeet Singh
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317 Views
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bullish
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Thematic (Sector/Industry)
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08 Oct 2024 07:17
Japan Morning Connection: Oil Through $80 While P&C Take a Hit on Hurricane Milton
Positive sales numbers and new product launches from SMCI could benefit Nidec; P&C weakness expected due to Hurricane Milton; Oil above $80...
Andrew Jackson
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194 Views
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bullish
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Thematic (Sector/Industry)
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04 Oct 2024 07:20
Japan Morning Connection: Spike in Oil Positive for Inpex and Refiners
Surge in oil may squeeze refiners with short interests. Negative for Japanese utilities yet to restart reactors. Potential upside for Seven Bank as...
Andrew Jackson
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314 Views
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bullish
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Thematic (Sector/Industry)
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04 Sep 2024 07:47
Japan Morning Connection: Expect Volatility with Retail and SPE Stocks Under Pressure
Japan's market set to open weak following US semi-related lead, heavy selling expected for retail margin favorites and SPE winners, potential...
Andrew Jackson
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230 Views
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bullish
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Sumitomo Mitsui Financial Group
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05 Jun 2024 10:10
SMFG Cross-Shareholding - At Least US$17bn of Cross-Shareholding to Sell, Planning to Speed It Up
Following up on our earlier cross-shareholding notes, in this note we look at Sumitomo Mitsui Financial Group (8316 JP) cross-shareholding. SMFG...
Sumeet Singh
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452 Views
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