ENTITY
Nippon Sanso Holdings

Nippon Sanso Holdings (4091 JP)

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Analysis
MaterialsJapan
Nippon Sanso Holdings produces various kinds of industrial gases including oxygen, argon, and nitrogen. The Company also manufactures frozen foods and thermos.
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16 Jan 2024 09:29

Ownership of Company Stock Is a Key in Managing the Company with the Same Goals as Shareholders

I would like to discuss the issues on the December 11 Nikkei article, "Nippon Sanso Holdings, Filial Son's Heartbeat: The Market Recommends...

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20 Jun 2024 08:48

Mizuho Cross-Shareholding - US$11bn of Cross-Shareholding, with at Least US$2bn to Sell over FY24-26

Following up on our earlier cross-shareholding notes, in this note we look at Mizuho Financial Group (8411 JP)'s cross-shareholding.

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01 Sep 2023 23:57

Further Declines in DXY, Sovereign Yields May Provide More Fuel for a Rally in Global Equities

We continue to believe $93 on $ACWI is likely the low for this pullback as long as the 10-year Treasury yield $TNX and $DXY can stay below their...

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05 Aug 2023 00:49

Normal Pullback, or Something More?; Watching Resistance on DXY and 10-Yr Treasury Yield; Value Buys

Normal Pullback, or Something More for global equities?; Watch Resistance on $DXY and 10-Yr Treasury Yield; Value Buys in Consumer Discretionary...

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01 Mar 2023 04:53

Mitsubishi Chemical (4188) | Unlocking Value – 50% Upside

Investors have completely ignored “The New MCG”. If management can hit EBITDA targets, we see over 50% upside for the stock

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