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Cosmo Energy Holdings (5021 JP)
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48
Analysis
Energy
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Japan
Cosmo Energy Holdings Co., Ltd. operates as a holding company. The Company, through its subsidiaries, imports, refines, and sells crude oil as well engages in the independent development of oil resources.
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bullish
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Idemitsu Kosan
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14 Feb 2023 21:06
Idemitsu (5019) - A Big Miss and A Big Buyback
Idemitsu (5019) announced a bad Q3 result, with petroleum products doing very badly. Full-year forecasts are lowered. A buyback was announced,...
Travis Lundy
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380 Views
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bearish
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Toyo Construction
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24 Jan 2023 12:12
YFO To Take the Fight To Toyo Construction's Board
YFO has come out with another statement on Toyo Construction while Toyo remains curiously quiet. There's more detail which should distress...
Travis Lundy
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446 Views
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bullish
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Cosmo Energy Holdings
•
12 Jan 2023 10:38
Cosmo Energy (5021) Vs Murakami - It's On!
Cosmo Energy has finally had enough of Murakami-san's behind-the-scenes threats and has launched a poison pill structure/plan. Murakami-san has...
Travis Lundy
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725 Views
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bearish
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iShares MSCI ACWI ETF
•
27 Aug 2022 00:33
Pullback Underway; Buy Ideas: Energy, Materials, Japan/India Motor Vehicles, Japan Health Care
Pullback Underway; Problem: U.S. Dollar $DXY, Global 10-Yr Sovereign Yields, and Commodities All on the Rise Again; Actionable Themes: Energy,...
Vermilion Research
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331 Views
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bullish
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NTT (Nippon Telegraph & Telephone)
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27 Jun 2022 13:35
Last Leg of TOPIX and JPNK400 FFW Rebal - ¥780bn One-Way Flow Wednesday
There are 2+ days until the last stage of the TSE FFW Rebalance is done. This time sees more changes because of increased share cancellation in...
Travis Lundy
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442 Views
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