TRADE IDEA: Mitsui E&S (7003 JP) Stub - Every Dog Has Its Day
Every dog has its day and every thing has a price. Mitsui Engineer & Shipbuild (7003 JP) has been a dog that hasn't had its day in a long, long...
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Buy: Japanese Diversified Industrials
Japanese Diversified Industrials are particularly attractive and actionable in spite of the recent global selloff in equities. In this report we...
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Toshiba: King Street's Valuation Analysis Is... Punchy?
Part 2 of comments on King Street's deck Toshiba | Unlocking Value of October 3rd. Part 1 was in Toshiba: King Street's Buyback Proposals Lack...
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BBSP Equity Asia Weekly Research 13 June 2018
THE MAIN IDEA(Relative Value Approach in USD Terms)Long Term Allocation (Strategic view) Relative Value vsMXAP in USD terms• NIKKEI/MXAP: Long term...
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Bottom-Line Improvement in View for FY03/19
IHI’s Top-line Has Improved in FY03/18IHI Corp (7013 JP) has increased their revenue considerably to JPY1,590bn (7%YoY) in FY03/18 while operating...
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