With Earnings About to Start, Names that Have Recently Revised or Have Analysts Still Confused....
Earnings will start in earnest in the next couple of weeks and so we thought we would take a look at 1- companies that have recently revised...
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StubWorld - Set-Up & Unwind Extremes: Japan Post, Mitsui Engineer, Iljin Holdings
This week I briefly look at recent (& ongoing) bifurcations in Japan Post Holdings Co Ltd (6178 JP), Mitsui Engineer & Shipbuild (7003...
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Mitsui Engineering Targets Natural Gas Hydrate as Japanese Shipbuilders Restructure
We wrote on Mitsui Engineering & Shipbuilding (7003 JP) on 14 Feb noting the very high level of its holding company discount, likely due to...
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Korea Aerospace Industries - Fighter Jets, Helicopters, & Commercial Planes (Part 1)
This report is Part 1 of an in-depth report on Korea Aerospace Industries (047810 KS) ("KAI"). While the stock is down nearly 45% from its highs in...
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Could Trump Add to Consolidation Pressure on Japan's Auto Industry
On the 4th of February the Nikkei reported that Toyota Motor Corp (7203 JP) and Suzuki Motor Corp (7269 JP) were in discussions regarding an...
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