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Mitsubishi Electric (6503 JP)
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138
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Industrials
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Japan
Mitsubishi Electric Corporation develops, manufactures, and markets electronic equipment. The Company's products include industrial machinery, heavy electric machinery, data communications systems, electronic devices, and consumer electronics.
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bullish
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Thematic (Sector/Industry)
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01 Nov 2016 14:01
Maritime Model Portfolio - Early Call on Dry Bulk Stocks Offsets Initial Losses
We publish an update on our Maritime Model Portfolio. Our earlier model portfolio updates can be found...
Drewry Maritime Financial Research
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174 Views
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bearish
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Thematic (Sector/Industry)
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31 Oct 2016 10:53
Container Shipping - "Survival" M&A In Full Swing, Japanese Big 3 Merge Container Operations
We have earlier argued that the current M&A in the container shipping industry is about "Survival" and not "Growth". This morning from...
Drewry Maritime Financial Research
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170 Views
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bullish
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Thematic (Sector/Industry)
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21 Oct 2016 08:43
Structural Reform III: Evidence of Bad Luck over Poor Policy
Room for small hope amid bleak Japanese policy reform recordUntil now, our analysis of Japanese structural reform, centred upon raising Japanese...
Naomi Fink
181 Views
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bearish
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Thematic (Sector/Industry)
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12 Oct 2016 12:32
Structural Reform I: The Japanese Financial Sector
In Why Overcoming Deflation Is Not Enough Part III: Corporate Governance, we argued that corporate governance is pivotal to successful structural...
Naomi Fink
242 Views
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bullish
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Thematic (Sector/Industry)
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21 Sep 2016 09:03
ANIMAL SPIRITS™ REPORT: Japan Equity Market Outlook - Escaping The Value Trap
Investment Conclusions We are currently "neutral" in our view on Japan in global developed market portfolios but "underweight" in our APAC...
Paul M. Kitney, PhD
367 Views
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