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...
243 Views
Hexindo Adiperkasa Restructuring Not Fully Appreciated. HCM Subsidiary with Upside but Low Liquidity
HEXA liquidity is currently below USD100K per day, making it difficult to invest in for most. Nevertheless, as a follow-up to our brief look at...
307 Views
Brighter Construction Machinery Outlook Fully Priced. Bradken Deal Fits HCM's Strategy
We view Hitachi Construction Machinery (6305 JP)'s offer for Bradken Ltd (BKN AU) as a strong fit in their strategy to expand their product lineup...
261 Views
Could Trump Add to Consolidation Pressure on Japan's Auto Industry
On the 4th of February the Nikkei reported that Toyota Motor Corp (7203 JP) and Suzuki Motor Corp (7269 JP) were in discussions regarding an...
2.5k Views
Bradken / Hitachi Construction– Finally a Done Deal?
Bradken Ltd (BKN AU) has announced a Bid Implementation Agreement from Hitachi Construction Machinery (6305 JP) (“HCM”) to make a cash offer at...
342 Views