Kobe Steel: Steel and Construction Machinery Businesses Likely to Drive Recurrent Profit to JPY75bn
We commented earlier that Kobe Steel's downward revision to recurrent profit guidance was too conservative and that the assumptions for the Steel...
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Nippon Steel Placement: Fundamentals Improving but Nothing Too Exciting
Nippon Steel & Sumitomo Metal Corp (5401 JP) 's strategic alliance partner POSCO (005490 KS) is selling USD200 worth of shares in NSSM after...
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Kobe Steel: Analysing the Falsified Data Products and Potential Asset Sales
At 5pm JST on 13 Oct Kobe Steel held a meeting to disclose further details regarding newly discovered "improper conduct". The news was related to...
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The Week That Was in NorthAsia@Smartkarma: Kobe Steel, SK Tomorrow, & Trump Plans to Visit DMZ
There were 20+ research gems in this week's The Week That Was in NorthAsia@Smartkarma. We want to highlight four reports in particular. There were...
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Sumco Placement - An Even Smaller Deal Size than Before
Nippon Steel & Sumitomo Metal Corp (5401 JP) (NSSM) is selling 16.1m shares of Sumco Corp (3436 JP) worth approximately US$250m. Post-sale,...
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