🇯🇵 JAPAN • Stress Tests Part 5: Net Working Capital Outliers
THE CASH CONVERSION CYCLE - Net Working Capital is a measure of how efficiently a company manages its short-term assets and liabilities to...
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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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Silicon Wafers. The Impact Of Covid-19 In Q1 And Likely Outlook For CY 2020.
With all of the major silicon wafer manufacturers now having reported Q1 earnings, it's clear that the impact of COVID-19 was relatively minor as...
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Sumco: Earnings Growth Resumes in 1Q20 Amidst Covid-19 Outbreak
Sumco reported its 1Q20 results on Friday (08th May 2020) which saw both revenue and operating profit falling YoY by 12.1% and 41.4% respectively...
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Recent GPIF Moves - Rebalancing & ESG
As noted in the last insight about The GPIF's New Policy Mix (and its preceding GPIF Policy Mix Changes Ride to Global Risk Rescue), the GPIF has...
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