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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After 50% Rise From Bottom Can Kobe Steel Rise Another 50%?
Kobe Steel released 3Q numbers yesterday and as we had previously pointed out, results were strong with construction machinery in particular being...
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Mitsubishi Materials Latest to Suffer Quality Scandal, Can Dowa Holdings Benefit?
Mitsubishi Materials Corp (5711 JP) announced on Thu 23 Nov that two subsidiaries had falsified data on products involving over 250 customers in...
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Kobe Steel: Visit Suggests Limited Fallout From Scandal, Upside to Guidance
We visited Kobe Steel Ltd (5406 JP) this morning to get an update on customer reactions to its data falsification scandal and whether the company...
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Musings: Governance and the Vulnerabilities of the Japanese Management Style
With Kobe Steel Ltd (5406 JP) contributing to a recent string of scandals across corporate Japan that has included Nissan Motor Co Ltd (7201 JP),...
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