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...
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Chiyoda: The Next Order Cycle Is Upon Us
Exxon Mobil Corp (XOM US) broke ranks with peers last week, announcing an aggressive capex plan for the next decade, boosting 2018's capex to...
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Mitsubishi Corporation’s Decision to Increase Stake in Mitsubishi Motors a Green Flag?
The Offer Implies MC’s Confidence in MMCIn our previous note, Mitsubishi Motors Makes a Fast Recovery from a Troublesome Year, we expected a big...
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The Two Weeks in NorthAsia@Smartkarma That Were: BOJ/N225, Buybacks, & Biosimilars
The past two weeks involved a long Chinese New Year holiday for many so last weekend's Week That Was was carried over. The "slow" two week period...
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Which Names Are the Japanese Brokers More Bullish / Bearish On....
We isolated the Japanese brokers to see if there was a significant difference between the Japanese broker outlook and Foreign outlook. We compared...
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