Chiyoda: Mozambique Order Win Follows First LNG Shipment at Cameron
On 3 Jun Chiyoda Corp (6366 JP)announced that Cameron LNG had completed its first LNG shipment from train 1 (on 31 May). That news and a strong...
677 Views
More Progress on LNG Projects: We Retain Our View of Much Higher than Consensus FIDs
Following the Q1’19 results season and the corresponding updates on companies’ LNG projects we have taken the opportunity to update the outlook for...
553 Views
Smartkarma’s Week that Was in JP/KR: Chiyoda, SoftBank, Nexon and CJ Olive Networks
We have covered two weeks of insights in this week’s report as we did not publish the weekly during the first week of May as Japan was enjoying an...
457 Views
Chiyoda: The Upside Is in the Dilution Assumptions and Growing Backlog, and There Is a Lot of It
Chiyoda Corp (6366 JP)'s results briefing yesterday was relatively muted with few questions, perhaps due to limited details that the company could...
609 Views
Mitsubishi Corp Buyback - Bigger Than It Appears
Today, along with an earnings announcement and a plan to inject significant capital into Chiyoda Corp (6366 JP) (which on Tuesday announced a...
696 Views