Japan Inc. Applies the Brakes - 1st Quarterly Capex Contraction Since 2016 Signals a Cycle Peak
JAPAN AGGREGATE CASH FLOW UPDATE - This insight updates Declining Operating Cash Flow to Curtail Investments with the most recent quarterly reports...
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The Week That Was In North Asia@Smartkarma: A Week of Cancellations & Baby Come Back
This past week was one of cancellations, highlighted by Trump cancelling his meeting with Kim Jong-Un and the Hyundai Motor Group cancelling the...
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Itochu Building Japan's First End-To-End Food Chain Through Familymart Uny
Itochu Corp (8001 JP)'s recent decision to spend ¥120 billion acquiring a majority stake in FamilyMart UNY Holdings (8028 JP) has been a long time...
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Low PE and High Dividend Yield Names in Japan....
With Earnings Season basically over, we screened for names with low PE using recently released company guidance. We further limited the screen...
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Did Itochu & BOJ Buying of FamilyMart-UNY in the Past Year Squeeze It Vs Comps?
On April 19th, Itochu Corp (8001 JP) announced that it intended (after all the requisite approvals were in place) to purchase up to 8.65% of...
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