The Week That Was in NorthAsia@Smartkarma: Korea, Toshiba, and Korea
It has been another great week for risk in otherwise low volatility and low volumes across most markets in the world. In Asia, only Australia,...
167 Views
Hitachi (6501) - MHI Requests US$7 Billion Arbitration Claim as Chancellor Scandal Is Revived
Last week, Hitachi (6501 JP) announced that it received a request for arbitration from Mitsubishi Heavy Industries (7011 JP) [MHI] with regards to...
294 Views
Reinitiating Coverage of Mitsubishi Heavy Industries With a Higher FVE of JPY 504; 1Q Results Mixed
A transfer of coverage for Mitsubishi Heavy Industries (7011 JP), or MHI, sees us lift our fair value estimate to JPY 504 from JPY 450 as we adjust...
130 Views
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...
671 Views
Pension Problems in Asia: Sacrificing the Staff for Bigger Bonuses
Falling interest rates and ageing populations that live longer are proving to be a toxic combination for defined benefit pension plans and, despite...
199 Views