Kuraray (3405): Calgon Carbon Acquisition Looks Expensive
Kuraray's (3405 JP) shares fell from the opening bell on Sept 22nd, in reaction to its plans to acquire Calgon Carbon (CCC US) for US$1.1bil...
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Large-Cap Names that Have Gotten a Lot More Volatile Recently....
We screened for large-cap names in Japan that have recently seen a spike in volatility. We calculated Beta over the last 6 months and compared it...
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Fine Vs Commodity Chemicals – Are MMA Markets Sustainable?
Nissan Chemical Industries (4021 JP) presented at a conference in Tokyo this week, where part of its message was probably that the recent...
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USD/JPY Macro Low and Fresh Position Webcast
Chartonics flash Tuesday 30 August 2016USD/JPY macro low and position update webcastWe have made a USD bull case from JPY 100 or 95 if we broke...
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