LNG's Stealth Recovery Could Save Toshiba, Propel Chiyoda to New Heights
The established narrative regarding LNG is that there is a glut, and this view is supported by renegotiations of long-term contracts downwards. In...
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The Week That Was in NorthAsia@Smartkarma: Chiyoda, Rise of JOLED, IFRS 15, & Japan Strategist
Below is the full list of Japan/Korea related reports published last week on Smartkarma. Chiyoda: interesting entry opportunity This Chiyoda...
239 Views
Chiyoda: 11% Fall on Broker Downgrade Creates Entry Opportunity
Chiyoda Corp (6366 JP) has fallen from JPY792 at the close on Wed to JPY705 as a result of a downgrade by SMBC Nikko. Earnings are still likely to...
152 Views
Renegotiation of LNG Contracts Will Be More Evident in Coming Years Amidst Depressed Spot Prices
LNG buyers are seeking to renegotiate their long-term LNG contracts by capitalising on the supply glut to overcome oil-based pricing, destination...
403 Views
Toshiba: A Look at the Scenario Where Toshiba Retain TMC as a Consolidated Subsidiary
Following up on our insight where we turned more constructive on Toshiba stock (in the short-term in particular), we provide a more detailed...
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