Kokuyo Co Ltd (7984 JP): 1H FY12/24 flash update
Revenue increased by JPY5.1bn (+2.9% YoY), driven by growth in the Furniture and Stationery Businesses. Operating profit declined by JPY97mn...
Crude Oil and Copper Breakdowns Reinforce Our Concerns; Defensive Sectors Remain Attractive
Our cautious outlook is reinforced by ongoing developments. Relative strength improvement for defensives (Utilities, Staples, Real Estate, Health...
🇯🇵 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...
Developed Markets Strategy: Stick with Japan
Despite EAFE’s YTD outperformance relative to EM, EAFE and EM returns have generally been equal since August, shown by the stalemate in the EAFE...
No more insights