🇯🇵 JAPAN - Stress Tests Part 3 - Inventory, Fixed Asset & Free Cash Flows
FROM OPERATING TO FINANCING CASH FLOWS -Â Having examined Operating Cash Flow in our previous Insight, we shall look into the 'stressors' between...
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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)....
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Hitachi Transport System (9086 JP): Uptrend Should Resume
The shares of Hitachi Transport System have had a good run, more than doubling over three years to an all-time high of ¥3,545 on July 2, 2019...
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Rate Hike by Delivery Companies and Growth in SEA Serve as Shot in the Arm for Hino Motors
 GrowthRate Hike by the Logistic Sector Likely to Lend Support to Hino’s Light-Truck Sales GrowthYamato Holdings Co Ltd (9064 JP), in October 2017,...
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SG Holdings IPO: Decent Start; Fair-Ish Valuations but Some Upside from Price Hikes and M&A
SG Holdings opened 17% above its IPO price at JPY1,900 and has risen slightly in morning trading. We feel this debut is more or less within...
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