KHI (7012) Oversold Here, 13x with Some Good Growth Drivers.
Last year operating profit came in at Y55.9bn (+22%). This compares with their initial estimate of Y58bn. Provisions for rolling stock for Long...
96 Views
Iwatani: The Unsexy Ageing Demographic Play with a Pinch of Hydrogen Economy and a Dash of 10x PE
Iwatani Corp (8088 JP) is an Osaka-based small cap of JPY206bn market cap with a daily trading value of around JPY500m that we consider to have...
280 Views
Factory Automation Earnings: Is the Fanuc Shock for Real?
Fanuc Corp (6954 JP) shocked markets last Thursday by forecasting a 34% drop in OP, together with somewhat underwhelming results. Consensus...
175 Views
NTN's FY2018 Forecast Likely to Be Muted; Plays First-Mover Card with In-Wheel Motors for EVs
Ntn Corp (6472 JP) is a leading manufacturer of precision mechanical parts and components, especially hub bearings for which the company is a...
215 Views
KHI: Not the Most Vulnerable to Chinese Retaliation Against Boeing, Russian MC-21 Is a Wildcard
KHI is down 5.5% today vs. peers down about 2-4% as all the talk is about Trump's escalating trade spat with China and investor concern builds over...
148 Views