Gas Rises Gas Rises The 2011 Tohoku earthquake helped drive Japanese import prices for LNG to a record Source: LNG Japan Corp., Bloomberg New Dawn Japan's Dirty Secret Commodities David Fickling
Repeating the Trick Repeating the Trick Outfit7's net income has grown by leaps and bounds -- but appears to be slowing Source: Company filings distorted reality Talking Tom Holds Up Mirror to China M&A Deals David Fickling
The Other Black Gold The Other Black Gold The price of thermal coal at Australia's Newcastle port spiked last year Source: Bloomberg Chinese Steal Coal's Still in the Pits Commodities David Fickling
Big in Japan Big in Japan Mazda and Subaru count the U.S. as a big market, but import a lot of the cars they sell there Source: Company websites, Bloomberg Note: 2015 figures. Subaru has since added U.S. annual capacity of 100,000 vehicles while Mitsubishi has ceased production. Tariff trouble Two-Speed America for Subaru and Mazda Autos David Fickling
Premium Brew Premium Brew Sabeco has the highest blended forward 12-month valuation among major global brewers Source: Bloomberg Note: Shows only companies with market capitalizations above $5 billion draught dodgers This Vietnam War Could Get Costly Consumer David Fickling
For two months, SIA shares have been below S$10 Cities and thrones The Decline and Fall of Asia's Airline Empires Industrials David Fickling
Cheese and Vegemite Sandwich Cheese and Vegemite Sandwich Mondelez's grocery business will significantly increase Bega Cheese's Ebitda Source: Bloomberg, company presentation Note: Figure for Mondelez Ebitda is a pro forma number taken from midpoint of forecast A$40 million to A$45 million range. No adjustment has been made for any change between 2017 and 2018 fiscal years. null An Australian Icon Comes Home Consumer David Fickling
HNA revenue drawn from property in 2015 12% tall ambitions HNA Needs a Big, Beautiful, Trumptastic Tower Deals David Fickling
The Next Big Thing The Next Big Thing Samsung's operating income has shifted from division to division over the years Source: Bloomberg Royal Treatment Samsung Shows Constitutional Monarchies Can Work Management David Fickling
Too Much of a Good Thing Too Much of a Good Thing The arabica harvest this year is forecast to surge relative to robusta output Source: International Coffee Organization Note: Coffee growing years end in September. Central Perk Wake Up and Smell the Coffee Commodities David Fickling
Relief Rally Relief Rally Takata shares have soared as the prospects of a restructure and bailout have risen Source: Bloomberg far from settled VW's Lesson for Takata Autos David Fickling
Gold Rush Gold Rush Australia's biggest retailer employs almost as many people as its entire mining industry Source: Australian Bureau of Statistics, company reports, Bloomberg Note: Mining figure is for May; Wesfarmers figure is for June. Mining figure is a trend number. Dirty Work Mining's Next Big Boom Commodities David Fickling
Two Wheels Good, Four Wheels Bad Two Wheels Good, Four Wheels Bad India's vehicle sales are overwhelmingly dominated by motorbikes and scooters Source: Society of Indian Automobile Manufacturers, Bloomberg Note: Shows domestic and export sales. Biker nation Hell on Two Wheels in India Industrials David Fickling
Running Up That Hill Running Up That Hill Samsung shares put in their best annual performance since 2012 last year Source: Bloomberg slings and arrows Don't Discount Korea's Goliaths Management David Fickling
The Peripheral Kingdom The Peripheral Kingdom China doesn't make up a particularly significant share of aircraft manufacturers' unfilled order books Source: Airbus and Boeing orders and delivery books, Gadfly calculations minor turbulence Boeing Can Survive a China Trade War Industrials David Fickling
Balancing Act Balancing Act Korea has one of the larget current account surpluses as a percentage of GDP among major economies Source: Bloomberg won big problem Keep Your Head Down, Hyundai Autos David Fickling