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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Nisshin Steel Tender Result
Yesterday after the close Nippon Steel & Sumitomo Metal Corp (5401 JP) released the results (E, J) of its Partial Tender to own 51% of the...
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Nisshin Steel - The Tender, Arb Grids, Charts, And A Word About Proration
This deal has been covered extensively since just before the announcement in May last year. We've had Arb Grids, Breakeven Charts, and commentary...
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