Cosmo Energy Holdings Placement - Stock Has Done Well, Deal Might Be Expected but It's Accelerated
Mubadala aims to raise around US$287m via selling its 15.8% stake in Cosmo Energy Holdings (5021 JP). It will mark a complete exit for Mubadala.
475 Views
Japan Breaking Out; EM Remains Leadership
Major global indexes continue to trend higher and are devoid of bearish inflections. As a result, we remain bullish and we continue to recommend...
344 Views
Global Commodity-Related Equity Sectors In Secular Bull
We believe commodities are in the early stages of a new secular bull market. Global Materials & Energy remain our favorite Sector overweights - add...
279 Views
Toa Oil (5008) Tender Offer Update - Looks Bumpity.
The trade is still to be long Toa Oil. This looks bumpity. The right outcome is still to sell Toa to JXTG but barring that, the trade is to get...
730 Views
🇯🇵 JAPAN - Stress Tests Part 3 - Inventory, Fixed Asset & Free Cash Flows
FROM OPERATING TO FINANCING CASH FLOWS - Having examined Operating Cash Flow in our previous Insight, we shall look into the 'stressors' between...
367 Views