🇯🇵 JAPAN • Revisions & Results Update 31st March > Dividends at Risk
TUESDAY 31st MARCH - Shareholder returns are now being sacrificed to shore up corporate cash flows in Japan. Yesterday sawNippon Sheet Glass (5202...
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🇯🇵 JAPAN • Who’s Swimming Naked? > Part 3: Cumulative Cash Flow
CUMULATIVE CASH FLOWS - In this third and final of our series on Japanese companies that might be compromised as the Covid-19 recession unfolds, ...
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Holdcos: Charts Amongst The Carnage. Part 1. Japan & Korea
This week's two-part Holdco overview is chock-full of charts, covering the performance of all 566 stubs in my stub monitor, across all countries,...
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Global Equity Strategy: Health Care Hitting On All Cylinders - Overweight
Global equities remain in a short-term consolidation phase, however we continue to believe the longer-term trend is up and to the right for the...
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Japan Fortnightly Update:Â Lower Low as Earnings Slow
LOWER LOW - Japanese equities reached a new 52-week low on 29th October but rebounded on the subsequent four trading days to close the...
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