Japanese Companies Tied to Korea with High Correlations to KOSPI....
We had some inquiries around which Japanese companies had Sales in Korea and which names were correlated the most to KOSPI. In the charts below, we...
273 Views
Komatsu/HCM Result and Forecast Comparison and Hexindo Adiperkasa Readthrough
In comparing the regional forecasts by Komatsu Ltd (6301 JP) and Hitachi Construction Machinery (6305 JP), we find significant discrepancies and a...
226 Views
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...
246 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...
312 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...
269 Views