In today’s briefing:
- If Japan Were Treasure Trove of Value Stocks, Global Investors Would Not Underweight Japanese Stocks
If Japan Were Treasure Trove of Value Stocks, Global Investors Would Not Underweight Japanese Stocks
- It’s hoped Buffett’s visit to Japan will encourage managers to review their business strategies to develop products with competitive advantage and value, so that more companies can expect sustainable growth.
- Companies with low OP Margin will need to rethink their fundamental strategy to raise OP Margin for mid-to-long term, as ROE may only temporarily rise even if cash is reduced.
- There are many stocks in Japan with low valuations, but while there are many cash cow companies, there aren’t many undervalued stocks that can generate cash flow for sustainable growth.
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