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18 января, 15:07

Abellio продает 40% оператора Greater Anglia японской Mitsui

Японская компания впервые становится акционером британского железнодорожного оператора

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17 января, 16:12

Abellio agrees to sell 40% of Greater Anglia franchise to Mitsui

Abellio agrees to sell 40% of its Greater Anglia rail franchise to Japanese firm Mitsui.

07 января, 17:42

Премьер Японии рассказал, когда вопрос о Курилах станет историей

Премьер-министр Японии Синдзо Абэ намерен продолжить диалог с Россией для решения территориального вопроса и подписания мирного договора.

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06 января, 15:28

Mitsui OSK Lines оснастит свои суда системой предотвращения столкновений

Первые испытания системы ожидаются на новых судах, которые построят к 2022 году

05 января, 14:24

Toshiba заручилась поддержкой банков перед лицом крупных списаний

Председатель совета директоров Toshiba заявил, что банки готовы оказать японскому конгломерату финансовую поддержку в свете многомиллиардных списаний по бизнесу компании в сфере атомной энергетики. На прошлой неделе стало известно, что Toshiba может столкнуться со списаниями в размере нескольких миллиардов долларов в связи с неудачным приобретением в США. Главе компании пришлось обойти кредиторов, включая Sumitomo Mitsui Financial Group и Mizuho Financial Group, чтобы заручиться поддержкой на случай крупных финансовых потерь.

05 января, 10:17

Toshiba заручилась поддержкой банков перед лицом крупных списаний

Председатель совета директоров Toshiba заявил, что банки готовы оказать японскому конгломерату финансовую поддержку в свете многомиллиардных списаний по бизнесу компании в сфере атомной энергетики. На прошлой неделе стало известно, что Toshiba может столкнуться со списаниями в размере нескольких миллиардов долларов в связи с неудачным приобретением в США. Главе компании пришлось обойти кредиторов, включая Sumitomo Mitsui Financial Group и Mizuho Financial Group, чтобы заручиться поддержкой на случай крупных финансовых потерь.

04 января, 06:32

Forex: Мнение Sumitomo Mitsui по паре EUR/USD

В ходе сегодняшней азиатской сессии пара EUR/USD торгуется в узком диапазоне около 1,0400. По мнению аналитиков Sumitomo Mitsui, пара может стабилизироваться в диапазоне 1,0350-1,0450 после недавнего падения до 14-летнего минимума на сильных экономических данных из США. Позднее, в этом месяце, движение EUR/USD будет зависеть от комментариев новоизбранного президента США Дональда Трампа на инаугурации 20 января. Да динамику пары может повлиять любое высказывание Трампа, по поводу курса американской валюты. Информационно-аналитический отдел TeleTradeИсточник: FxTeam

30 декабря 2016, 07:29

Ситуация на фондовых площадках Азиатско-Тихоокеанского региона:

Основные фондовые индексы Азиатско-Тихоокеанского региона торгуются разнонаправленно в условиях низкого объема торгов, так как многие западные инвесторы по-прежнему находятся на рождественских каникулах. Последние в этом году торги на Токийской фондовой бирже открылись сегодня снижением котировок на фоне укрепления иены. Однако, к концу торгов котировки начали расти вслед за ростом американской валюты, после ее падения с начала недели на слабых экономических данных, которые также привели к падению на фондовом рынке США. Сегодняшний рост доллара, вероятно, связан с тем, что инвесторы корректируют позиции в последний торговый день 2016 года. На торгах в Токио акции Mitsui Fudosan снизилась на 1,7%, а Mitsui OSK Lines на 1,5% и Nippon Steel & Sumitomo Metal на 1,9. Рыночная стоимость Toshiba Corp подскочили на 7,9%, после того, как потеряла около 40% стоимости в течение последних трех дней до четверга. Nikkei 225 19,160.53 +15.39 +0.08% Shanghai Composite 3,098.31 +2.21 +0.07% S&P/ASX 200 5,665.80 -33.27 -0.58% Информационно-аналитический отдел TeleTradeИсточник: FxTeam

Выбор редакции
29 декабря 2016, 04:32

Contagion Concerns Slam Japanese Financials As Toshiba Crashes 50% In 3 Days

After two days of total carnage in Toshiba stocks, bonds, and credit risk, the bloodbath continues with the once-massive Japanese company is collapsing once again in early trading - now down 50% in 3 days. Following the semiconductor and nuclear business catastrophes, the company had nothing to add regarding today's crash but more worryingly the massive loss of market cap is spreading contagiously to Japanese financials with Sumi down 4%, and MUFG down almost 3%.   As we noted yesterday, Tsunukawa said that “I apologize to shareholders, business partners and all stakeholders for the trouble we have caused,” after Toshiba said cost overruns at U.S. nuclear reactors it is building were likely to force a write-down of as much as several billion dollars, clouding its turnaround plan after the 2015 accounting scandal. Specifically, the company said it may have to book several billion dollars in charges related to a U.S. nuclear power plant construction company acquisition, rekindling "concerns about its accounting acumen." The problem is that the nuclear business, together with the semiconductors, has been positioned as one of key pillars underpinning Toshiba's growth which has been trying to shift away from its consumer electronics core. Alas, the latest gaffe now means that much of Toshiba's growth is gone, and the stock price reflect that overnight, when Toshiba's stock plunged by 20%, the most permitted, before it was halted for trading. The derisking is weighing heavily on USDJPY...   And now, as Bloomberg reports, Japanese financials are tumbling on cross-default, contagion concerns... Sumitomo Mitsui Trust Bank has highest capital exposure to Toshiba, with loans equaling 5.5% of the bank’s equity, analyst Shinichiro Nakamura writes in report.   SMTB would also suffer greatest earnings hit, with a Toshiba impairment charge of 100b-190b yen shaving ~9.9% off bank’s current profit for fiscal year to March 31: SMBC Nikko ests.   If Toshiba impairment charge reaches over 400b yen, banks may conduct debt/equity swap; would lower near-term earnings impact while carrying risk of preferred shares losing value   In 3rd scenario, Toshiba could undertake private placement with strategic partner; major banks would be limited to funding support but could be asked to waive claims Sumitomo Mitsui Trust shares fall as much as 4%, MUFG -2.6%, Mizuho -2.4%, SMFG -2.4%

Выбор редакции
28 декабря 2016, 14:38

Toshiba Falls By Limit 20%, CDS Soar By Most On Record As Full Extent Of Damage Revealed

One day after Toshiba's new CEO, Satoshi Tsunakawa, pulled a page from the book of his ill-fated predecessor Hisao Tanaka who presided over the biggest accounting fraud scandal in the company's history, and bowed down during a press conference to apologize to investors, the company's stock crashed by the limit 20%, bringing its two day loss to 32% and wiping out $5 billion in market cap in two days. As we noted yesterday, Tsunukawa said that “I apologize to shareholders, business partners and all stakeholders for the trouble we have caused,” after Toshiba said cost overruns at U.S. nuclear reactors it is building were likely to force a write-down of as much as several billion dollars, clouding its turnaround plan after the 2015 accounting scandal. Specifically, the company said it may have to book several billion dollars in charges related to a U.S. nuclear power plant construction company acquisition, rekindling "concerns about its accounting acumen." The problem is that the nuclear business, together with the semiconductors, has been positioned as one of key pillars underpinning Toshiba's growth which has been trying to shift away from its consumer electronics core. Alas, the latest gaffe now means that much of Toshiba's growth is gone, and the stock price reflect that overnight, when Toshiba's stock plunged by 20%, the most permitted, before it was halted for trading. The crash wiped out $5 billion off Toshiba's value in two days and prompted a credit rating downgrade on Wednesday, as the company grapples to plug a potential multi-billion dollar hole resulting from cost overrunings from the nuclear business it acquired from Chicago Bridge And Iron. It did not comment on whether that would wipe out its asset value and tip the company into negative net worth. Executives said it could take until February to pinpoint the exact impact. Toshiba shares, however, took an immediate hit on Wednesday, falling 20 percent to hit the Tokyo exchange's daily downward limit. That follows a 12 percent drop on Monday after initial warnings from the group. As Reuters adds, investors also fretting that a blow to the group's finances could even weaken its competitiveness in its core semiconductor business - specifically investment in 3D NAND, a new advanced type of flash memory - or result in firesales and dilutive share issues. Adding insult to injury, for the first time in seven years, the value of the group fell below that of tech rival Sharp. Meanwhile, S&P downgraded Toshiba, already in junk territory, to B- from B, with a "negative" outlook. S&P said it expected shareholder equity to "drastically shrink" as a result of the writedown, eroding the group's resilience, while expected higher working capital would burn more cash. As a result, Toshiba credit default swaps soared by a record 225 bps, surging to an all time wide 370 bps according to a trader quoted by Bloomberg. "Toshiba's ability to enhance its shareholders' equity is likely to continue to be difficult for the foreseeable future," S&P said, adding it also saw "persistently tough business conditions". The immediate question for Toshiba's management now is - just like for Monte Paschi - how to plug the capital hole. Credit analysts at SMBC Nikko Securities, cited by Reuters, said that they saw three options as Toshiba deals with the imminent task of enhancing its capital base: making more profits faster, selling assets and increasing capital. Only the middle option is likely in the short term, however. Toshiba is still burning cash despite a positive bottom line in the first half of the financial year and cannot raise more capital on the stock market while it remains on Tokyo's watch list, where it has been since a 2015 accounting scandal. "I expect Toshiba to start with asset sales, and then to issue preferred shares if asset sales are not enough. They will start with measures other than (the chip business) listing," one source close to the company said. Toshiba has said it will consider all options to bolster its finances, even "the positioning" of its nuclear business which is centred around Westinghouse, a U.S. firm bought in 2006. And since investors know a distressed firesale when they see one, Toshiba will be lucky to get anything remotely close to fair market value for the assets it is trying to sell. Our advice, since this could well turn into Japan's "Monte Paschi" debacle, do not retain JPMorgan: after all Dimon's botched recapitalization is one of the main reasons why the third largest Italian bank ended up getting bailed out by Italian taxpayers for the third time in as many years.

28 декабря 2016, 09:53

Курс доллара к мировым валютам на 28 декабря

Доллар дорожает к японской валюте в среду на опубликованных во вторник сильных данных статистики по индексу доверия потребителей в США, свидетельствуют данные торгов.

Выбор редакции
27 декабря 2016, 22:54

Toshiba CEO "Apologizes" After Stock Plummets On Latest Accounting Scandal

Last July, a pillar of so-called "Japan Inc" crashed when Toshiba admitted it had inflated profits by a stunning $1.2 billion for no less than 7 years, with fabricated figures amounting to 30% of the company's "profits" since 2008. In the immediate aftermath of the scandal becoming public, Toshiba's then- CEO Hisao Tanaka said on Tuesday at a news conference, following a 15-second bow of contrition, that he “felt the need to carry out a major overhaul in our management team in order to build anew our company." “We have suffered what could be the biggest erosion of our brand image in our 140-year history."  As a result, Tanaka, who together with five members of his senior staff, resigned after bowing down to, and apologizing to investors.   Tanaka et al: "Sorry we got caught" Of course, the only reason Mr. Tanaka apologized and resigned is not because he was actually cooking books the for an unprecedented 7 years, a period during which the CEO most certainly received tens if not hundreds of millions in equity and profit-linked compensation, but because he was caught. This was confirmed because none of his bonuses had been clawed back even as "a panel of external lawyers and accountants said on Monday there was a “systematic” and “deliberate” attempt to inflate profit figures amid a corporate culture in which employees were afraid to speak out against bosses’ pushes for unrealistic earnings targets." Fast forward to Monday, when in its second major scandal announcement in as many years, Toshiba said cost overruns at U.S. nuclear reactors it is building were likely to force a write-down of as much as several billion dollars, clouding its turnaround plan after the 2015 accounting scandal. Specifically, the company said it may have to book several billion dollars in charges related to a U.S. nuclear power plant construction company acquisition, rekindling "concerns about its accounting acumen." Toshiba's latest writedown would be another slap in the face for a sprawling conglomerate hoping to recover from a $1.3-billion accounting scandal, as well as a writedown of more than $2 billion for its nuclear business in the last financial year."This will come as an additional shock to Toshiba's institutional investors that may further undermine confidence in company management, as well as significantly weakening its international nuclear credentials," said Tom O'Sullivan, founder of energy consultancy Mathyos Japan. The warning sent the stock price of one of Japan's largest companies crashing over 10% in Tokyo trading, came just as the Japanese conglomerate seemed to have turned a corner thanks to an upswing in its semiconductor business. Cited by the WSJ, Toshiba execs on Tuesday said the company was looking at emergency steps to raise funds, including borrowing from its main banks. They said they couldn’t rule out the possibility that Toshiba’s U.S. nuclear-power subsidiary, Westinghouse Electric Co., would fall into negative net worth as a result of the write-down. But most notable, or perhaps frustrating to Toshiba shareholders, is that Toshiba's new CEO, Satoshi Tsunakawa, who only took the helm in June, also took the "apologetic" way out, and became the latest boss of the company to bow before the cameras after the 2015 scandal, which led to a clean sweep of top management after the company acknowledged it had padded its financial results for years. “I apologize to shareholders, business partners and all stakeholders for the trouble we have caused,” Mr. Tsunakawa said in a news conference at the company Tokyo headquarters. Tsunakawa: "Sorry we couldn't do math" Well, if that isn't sufficient to absolve the CEO and his company, not to mention investors, of gross stupidity and perhaps, criminality, we don't know what is. He continued: "We would have needed to boost our capital base anyway because our shareholders' equity ratio is low" the CEO said in a press conference. According to Reuters, as of end-September, Toshiba had shareholders' equity of 363 billion yen, or just 7.5 percent of assets, which could fall close to zero if the company is forced to log significant losses. Asked if Toshiba's liabilities would exceed its assets, Chief Financial Officer Masayoshi Hirata said the company had not yet completed its estimation of the charge. Analysts said further write-downs were possible and expressed fears about the nuclear business weighing down the company, which makes everything from elevators to electronic devices. Already, Toshiba took a ¥260 billion impairment charge in its last fiscal year when it downgraded the book value of Westinghouse. Recently, demand from customers including Chinese smartphone makers has helped Toshiba’s core semiconductor unit boost profits. Before news of the nuclear write-down, the company said it anticipated earning ¥145 billion net profit for the year ending March 2017. Since Toshiba has positioned its nuclear and semiconductors businesses as key pillars of growth while seeking to scale down less profitable consumer electronics units such as personal computers and TVs, we see much more bowing by the company's current and future chief executives in the not too distant future, especially since it is once again management that was openly lying to shareholders, insisting they remain optimistic when the reality was anything but: Ttoshiba executives have often said the nuclear business has a bright future and will remain a core unit despite the global trend away from nuclear power after the Fukushima Daiichi accident in Japan in 2011. And then the apologies and the bowing began.

24 декабря 2016, 00:45

Finding Work For The World’s Largest LNG Ship

It is not just individual investors that are having to be patient and bide their time waiting for energy sector investments to pay off. Many corporations are making long term bets in the energy sector, and those bets are taking a while to show their value as well. Take one recent investment from Mitsui O.S.K. Lines - a massive $400 million floating liquefied natural gas factory. The enormous ship is different than most LNG tankers in that it not only carries LNG, but also turns it back into gaseous fuel avoiding the need for an expensive on-land…

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22 декабря 2016, 11:32

Форекс: мнение Mitsui Trust Bank по паре EUR/USD

Согласно мнению аналитиков банка Mitsui Trust Bank в преддверии Рождества не стоит ждать от евро сильных колебаний в курсе. Аналитики прогнозируют, что EUR/USD в ближайшие дни будет торговаться в узком диапазоне $1.0380-$1.0480. В Mitsui Trust Bank уверены, что евро будет испытывать сложности при попытках роста, т.к. участники рынков не будут активничать в канун праздника. Информационно-аналитический отдел TeleTradeИсточник: FxTeam

22 декабря 2016, 07:59

Ситуация на фондовых площадках Азиатско-Тихоокеанского региона:

Основные фондовые индексы Азиатско-Тихоокеанского региона торгуются в красной зоне, так как активность на рынке снижается перед Рождеством и Новым годом. Котировки на Токийской фондовой бирже снижаются на фоне спада активности иностранных инвесторов в преддверии Рождественских праздников. На японской бирже на иностранных инвесторов приходится примерно 70% торгов. Также рынки Японии будут закрыты в пятницу в связи с национальным праздником в стране. В общем на 1,7% подешевели акции финансовых компаний; Mitsubishi UFJ Financial Group потеряла 1,9% стоимости бумаг, капитализация Sumitomo Mitsui Financial Group снизилась на 1,8%. Прибыль страховых компаний Японии снизилась на 1,2%. Следуя общей тенденции на рынке, снижаются в цене акции автомобильного производителя Toyota Motor и телекоммуникационной компании SoftBank Group на 0,7% и 1,05% соответственно. Nikkei 225 19,377.40 -67.09 -0.35% Shanghai Composite 3,131.76 -5.67 -0.18% S&P/ASX 200 5,636.40 +22.93 +0.41% Информационно-аналитический отдел TeleTradeИсточник: FxTeam

20 декабря 2016, 21:02

События предстоящего дня: Состоятся заседание совета директоров "Газпрома" и ВОСА ТГК-1

21 декабря, в среду, закроется реестр акционеров "ФосАгро" для участия в ВОСА, которое пройдет 16 января 2017 года в заочной форме. Также закроется реестр акционеров НКХП для получения дивидендов. Размер выплат на одну обыкновенную акцию составит 9,46 рубля. Состоится ВОСА ТГК-1 . Акционеры досрочно прекратят полномочия членов совета директоров и изберут новых. Совет директоров "Газпрома" согласует предоставления банками Sumitomo Mitsui Banking Corporation, Mizuho Bank, Ltd и JPMorgan Chase Bank, N.A., London Branch клубного кредита. На заседании совета директоров "Ленэнерго" будет рассмотрен отчет об итогах дополнительного выпуска ценных бумаг компании.

20 декабря 2016, 12:36

Icahn Enterprises продаст American Railcar Leasing за $2,78 млрд

ФондIcahn Enterprises, принадлежащиймиллиардеру и инвестору Карлу Икану (Carl Icahn), заявил вчера, 19 декабря, о том, что договорился продать компанию American Railcar Leasing, занимающуюся лизингом вагонов, японской фирме SMBC Rail Services, входящую в структуру Sumitomo Mitsui Financial Group. Сообщается, что сумма сделки, завершение которой ожидается в середине будущего года, составит $2,78 млрд, при этом в ее рамках SBMC Rail Services получит во владение 29000 вагонов. Кроме того, у SMBC Rail Services есть право приобрести еще 4800 вагонов за $586 млн, что доведет общую стоимость сделки до $3,36 млрд.

20 декабря 2016, 12:14

Icahn Enterprises продаст American Railcar Leasing за $2,78 млрд

ФондIcahn Enterprises, принадлежащиймиллиардеру и инвестору Карлу Икану (Carl Icahn), заявил вчера, 19 декабря, о том, что договорился продать компанию American Railcar Leasing, занимающуюся лизингом вагонов, японской фирме SMBC Rail Services, входящую в структуру Sumitomo Mitsui Financial Group. Сообщается, что сумма сделки, завершение которой ожидается в середине будущего года, составит $2,78 млрд, при этом в ее рамках SBMC Rail Services получит во владение 29000 вагонов. Кроме того, у SMBC Rail Services есть право приобрести еще 4800 вагонов за $586 млн, что доведет общую стоимость сделки до $3,36 млрд.

19 декабря 2016, 18:30

BP Acquires A 10 Percent Stake In UAE Oil Fields

BP has acquired 10 percent of the Abu Dhabi Company for Onshore Petroleum Operation’s (ADCO) oil concessions in a $2.2 billion shares swap deal with the Abu-Dhabi emirate. BP will pay for its stake by transferring 2 percent of its share capital to the Abu Dhabi government, as multiple media sources reported on Saturday when the deal was announced. As part of the deal, BP will become the concession holder of the Bab Bu Hasa, Shah and Asab oilfields, which it will operate over the next 40 years. The aforementioned oil fields account for as…

17 декабря 2016, 11:39

Абэ рассказал о взлете российско-японских отношений после визита Путина

Премьер-министр Японии Синдзо Абэ выразил мнение, что визит российского лидера Владимира Путина в Японию способствовал новому взлету российско-японских отношений.