Toray--Not a Buy Despite Low Valuations
Toray's share price has been weak ever since it announced FY16 results on May 10th, despite both results and FY17 outlook being largely in line...
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Japanese Chemicals: Chinese Policy Threatens Petrochemical Spreads
Spreads for many petrochemical products, including ethylene itself, were strong from the beginning of FY16, in part because of extended trouble at...
311 Views
Suzuki Motor's Indian LIB Move - LiB Supply Chain Readthrough
Suzuki Motor announced on April 17th that it had reached a basic agreement to establish a lithium battery (LiB) pack joint venture in India...
332 Views
Pair Trade - Long Nissan Chemical / Short UBE Industries
With UBE Industries Ltd (4208 JP) down 5% since the beginning of February and Nissan Chemical Industries (4021 JP) up 15% over the same period....
262 Views
USD/JPY Macro Low and Fresh Position Webcast
Chartonics flash Tuesday 30 August 2016USD/JPY macro low and position update webcastWe have made a USD bull case from JPY 100 or 95 if we broke...
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