Hitachi Construction: ST Buy on Earnings Momentum, Spate of Analyst Upgrades Warrants LT Caution
HCM should see extremely strong revenue growth this FY as a strong recovery in China, rebounding metal prices driving mining markets, and the...
121 Views
KKR TOB for Hitachi Kokusai at ¥2900 - Again a Matter of Take It Or Leave It
One year, one week, and one day after the Nikkei reported Hitachi was looking to sell Hitachi Kokusai, we have a Tender Offer on the table. The...
389 Views
BoJ Tankan Suggests Goldilocks Scenario Still in Place... For Now
The headline BoJ Tankan number (for large manufacturers) came out at 22, up from 17 last time and representing the highest figure post Lehman....
140 Views
Kyocera (6971): Seen as Buyer of Ryobi's (5851) Power Tool Business
Though not big in size (US$200mil), this potential move is interesting for those following Kyocera from a strategic viewpoint, whilst it looks a...
282 Views
The Week That Was in NorthAsia@Smartkarma: Korea, Toshiba, and Korea
It has been another great week for risk in otherwise low volatility and low volumes across most markets in the world. In Asia, only Australia,...
148 Views