Food & Life: Can't Avoid Headlines For Too Long & Starting to Fall Back Towards The Rest of The Pack
With the company’s profitability starting to head back towards the profitability level of peers and with a tendency to hit the headlines (not...
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Japan Weekly | Bullish on Restaurant Stocks
The restaurant sector was hit hard by Covid. Since lifting restrictions in March, the sector has started to recover. We think that Food & Life...
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TOPIX April-End Rebalance - The OTHER Trades
The April TOPIX Rebalance is about $1.5bn one way, with two thirds of that on Liquidity Factor changes, one-third on normal FFW changes. Toshiba,...
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Cautiously Optimistic on Global Equities
We are constructive on global equities and would be buyers on a pullback. A move below $77 would start to get very concerning, and would leave $75...
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🇯🇵 JAPAN - Stress Tests Part 4 - From Free Cash Flow to Change in Cash
FROM FREE CASH FLOW TO CHANGE IN CASH - In Parts 2 and 3 of this series, we covered Operating Cash Flow, Fixed Asset Cash Flow and Inventory Cash...
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