Last Chance For Your Idemitsu/Showa Bet
On July 10th this year, three and a half years after rumors of talks of a US$4bn buyout of Showa Shell Sekiyu Kk (5002 JP) showed up in the press...
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MSCI EAFE Inflecting, Aided by Strength in Japan
Improvements in Japan are leading broad developed int’l indexes higher. The MSCI EAFE, local currency is bullishly inflecting above its downtrend...
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Idemitsu Not Willing To Take On Family?
In late December I wrote that the Idemitsu family had started buying shares in Idemitsu Kosan Co Ltd (5019 JP) to increase its stake. The issuance...
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