🇯🇵 JAPAN • Four Quadrants - Contrarian Buys
FOUR QUADRANTS - By combining our two scoring methodologies - the Relative Price Score (RPS) and the Results & Revision Score (RRS), we can assign...
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HCM – Hitachi’s Stake Sale Surprises
The Nikkei's report that Hitachi would sell half of its stake in HCM rather than buying the company out drove HCM shares down 16.8%. We examine the...
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Hitachi Metals – Sale On
The Nikkei reported on the 20th that Hitachi was looking to sell Hitachi Metals and had contacted foreign investment banks to do so. This is an...
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🇯🇵 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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JFE Holdings: Off to the Scrap Heap
Inflated profits, aged assets, negative cashflow JFE has been inflating profits by under depreciating and cashflow by underinvesting. In FY2019, it...
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