Chiyoda (6366) Business Has Now Bottomed
The fall in the price of oil has resulted in a massive collapse in orders over the last 2 years. The main area hit has been LNG related. Last...
183 Views
Euglena (2931) - Seemingly Half-Hearted Attempt to Move Forward on Jet Fuel
It is not surprising both companies have been the subject of high-profile short-sell reports as, on the surface, Euglena Co Ltd (2931 JP) is a...
269 Views
Looking Towards FY3/18 - New Overall Japan OP Expected to Grow 8% in the Coming Year....
With full-year Earnings Season basically over, we put together some aggregate numbers to see how Japanese companies did and what is the new...
328 Views
Japanese Names that Should Easily Beat FY1 Consensus OP and Names that Will Have a Hard Time...
Earning Season in Japan starts next week and we wanted to highlight names that need very strong 4Q numbers to get to consensus estimates and names...
225 Views
Margins Expanding in Japan but Asset Efficiency Is Not Improving....
Japan's aggregate Net Income margin increased from 2.7% in 2012 to 4.6% in 2016. While this margin expansion is a great thing, asset efficiency...
477 Views