🇯🇵 JAPAN • Stock Picking with 'Peak' EV/OP Multiples - Introducing EV/POP
"Beware of geeks bearing formulas." - Warren Buffett Enterprise Value multiples have become common parlance in the investment world, both...
348 Views
🇯🇵 JAPAN • Results & Revisions 5th August - Lasertec, Olympus, JAT, Sysmex, Honda, Sharp
•BEST & WORST 5th AUGUST • The 'best' and 'worst' from yesterday's large-cap announcements came fromSharp (6753 JP)and Japan Airport Terminal...
308 Views
🇯🇵 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...
386 Views
🇯🇵 JAPAN - Stress Tests Part 1 - Altman Z-Scores
STRESS TESTS - This Insight is the first in a series that will use a variety of standard and less-frequently used 'stress-tests' to look through...
613 Views
🇯🇵 JAPAN • Results & Revisions 12th May - Secom, Shiseido, Toyota, Sysmex, Mitsui Fudosan
CASCADE - As expected, with many more of the larger listed companies reporting, our three Scores are falling in unison and at the fastest rate...
309 Views