JFE: We Would Fade the Trump Tariff
Steel stocks across Asia are down: Nippon Steel -4.2% JFE -3.3% Kobe Steel -3.3% Nisshin Steel -2.7% Posco -4.4% Hyundai Steel -3.0% China Steel...
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Besterra (1433 JP) TOPIX Inclusion - Not Inexpensive
SMALLCAP TOPIX INCLUSION EVENTBesterra (1433 JP) is a company with a decidedly unsexy milieu - it gets 98% of revenues from dismantling old steel...
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Int'l Compass: Overweight EM; Actionable Themes in Europe and Japan
Bullish technicals continue to support our call to overweight EM. We highlight actionable themes, as well as pullback opportunities in Europe,...
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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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Most / Least Popular Sectors in Japan over Last 2 Weeks....
Over the last 2 week we saw a dip in the number of Analyst Upgrade/Downgrades, most likely due to the fact Earnings is right around the corner....
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