Daily BriefsESG

Daily Brief ESG: Can Investors Tolerate the Current Pace of Capital Profitability Improvement? and more

In today’s briefing:

  • Can Investors Tolerate the Current Pace of Capital Profitability Improvement?


Can Investors Tolerate the Current Pace of Capital Profitability Improvement?

By Aki Matsumoto

  • Few Japanese stocks that have advantages in profitability has led to the fact that investors who invest long-term in quality stocks have few Japanese stocks to choose from globally.
  • It’s the profit margin on sales that has had the greatest impact on changes in ROE. Companies must now get their core competencies once again to regain competitiveness and profitability.
  • Even if business selection and investment in promising businesses were to be implemented, it would be several years before they bear fruit. For many investors, this pace seems unacceptable.

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