šÆšµ JAPAN ā¢ Results & Revisions 12th August - PPI, Toshiba, McDonald's, ENEOS
ā¢BEST & WORST 11th AUGUST ā¢ The 'best' of Tuesday's large-cap announcements came from Taiko Pharmaceutical (4574 JP), the worst from railway...
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Japan Needs More Cowbell
I had the privilege of writing a letter to the FT's Alphaville in January titled "The GPIF and the complexity of stewardship" about some of the ESG...
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šÆšµ 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...
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šÆšµ JAPAN - Stress Tests Part 3 - Inventory, Fixed Asset & Free Cash Flows
FROM OPERATING TO FINANCING CASH FLOWS -Ā Having examined Operating Cash Flow in our previous Insight, we shall look into the 'stressors' between...
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šÆšµ JAPAN - Stress Tests Part 2 - Operating Cash Flow & Accruals
STRESS TESTS - This Insight is the second in our Japan Stress Test series in which we endeavour to assess where business risk is concentrated...
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