Honshu Chemical (4115) - An Embarrassment of Riches
Mitsui&Co (8031) and Mitsui Chemical (4183) are joining up to take out their jointly-owned subsidiary Honshu Chemical. The valuation is an utter...
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ARRK-Mitsui Chem Merger: Done Deal
ARRK was originally a design company making wooden objects and models. Fast-forward half a century later to the late 90s and Arrk Corp (7873 JP)...
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Global Equity Strategy: The Pause that Refreshes?
We continue to believe the weight of the evidence points to a new leg higher for global equities, a viewpoint that is supported by the several...
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Update on Lotte Chem & Hitachi Chem
This post is about what's being heard inside Lotte Chemical wrt Hitachi Chemical. Invest Chosun put out a noteworthy report on LotChem's Hitachi...
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Hitachi Chemical: How Can You Justify an ¥800bn Valuation?
With Hitachi Ltd (6501 JP) exploring bids for its Hitachi Chemical (4217 JP) unit we examine the subsidiary's array of businesses to try and assess...
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