Can OPEC Cut Production
In May we noted that Saudi was likely to pursue a production maximisation policy for 6 months, with a freeze or cuts likely as we head into...
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Smartkarma - Special Situations Weekly Update (12 Sep 2016)
We at Smartkarma Special Situations put out a weekly update on trade ideas we like, key events from the week gone by and what to look out for in...
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Idemitsu - Push Is Coming to Shove
A veritable flurry of articles came out in the last few days. Starting perhaps with the Mainichi on Friday morning, and continuing through the...
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Japan Refiner Mergers: Antitrust Approvals Grouped Together
In July 2015, after 7 months of speculation that #2 Japanese refiner by sales Idemitsu Kosan Co Ltd (5019 JP) and #4 Showa Shell Sekiyu Kk (5002...
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Tonen/JX: Merger Ratio Decided, Likely to Be Smooth Sailing
Almost nine months ago, Jx Holdings Inc (5020 JP) and Tonengeneral Sekiyu Kk (5012 JP) signed an MOU on a "business integration" (read 'merger') to...
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