Japan Needs More Cowbell
I had the privilege of writing a letter to the FT's Alphaville in January titled "The GPIF and the complexity of stewardship" about some of the ESG...
1.1k Views
Hitachi's Capital Case - Liquidating Land & Policy Holdings? What About the Subs?
After the close on Friday, Hitachi Ltd (6501 JP) released its full-year earnings (with a news release, presentation, and supplemental materials)....
406 Views
🇯🇵 JAPAN • Results & Revisions 28th May - Nissan, Nikon & Toray
LIMPING HOME - 42 companies reported results on Thursday of which 32 were for the full-year. Of these, 38% made FY2021 forecasts of which only...
294 Views
🇯🇵 JAPAN • Results & Revisions 27th May - Recruit, DNP & Dentsu
ALL GOOD - Japan has had a 'good' COVID-19 relative to many countries. With a little help from the Bank of Japan, Japanese equities are only 11%...
327 Views
🇯🇵 JAPAN • Results & Revisions 22nd May - FUJIFILM, ASICS, Benesse
CLOSURE - As the fashion amongst Japanese companies is not to make any full-year forecasts, there has been little change in our forecast-based...
190 Views