In today’s briefing:
- To Be Selected by Global Investors as an Investment Target, Increasing Cash Flow Is Crucial
To Be Selected by Global Investors as an Investment Target, Increasing Cash Flow Is Crucial
- The positive impact of increased dividends must be discounted because seniors, who receive most dividends, are non-working generations and are more vulnerable to the negative impact of rising consumer prices.
- The high level of cash on hand should be used effectively for investments and shareholder returns. Looking at listed companies as a whole, both ROE and DOE are below FY2018.
- Although the too-low dividend payout of Japanese companies have been corrected, the fact that ROE is still low means that few companies are chosen as investment targets by global investors.