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...
242 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...
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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...
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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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