🇯🇵 JAPAN - Stress Tests Part 3 - Inventory, Fixed Asset & Free Cash Flows
FROM OPERATING TO FINANCING CASH FLOWS - Having examined Operating Cash Flow in our previous Insight, we shall look into the 'stressors' between...
302 Views
🇯🇵 JAPAN • Revisions Early Warning System 24th March
EARLY WARNINGS - This Insight is the first is a series of posts that will provide a 'real-time' update of the damage to corporate Japan's revenues...
367 Views
🇯🇵 JAPAN • Who’s Swimming Naked? > Part 3: Cumulative Cash Flow
CUMULATIVE CASH FLOWS - In this third and final of our series on Japanese companies that might be compromised as the Covid-19 recession unfolds, ...
414 Views
Aso Corp Running at Kosaido (7868)
Kosaido has been a "pet" of mine since the Bain-led MBO led to a Murakami activist opposition, a bumped then broken deal, and then a change in...
340 Views
Sawada Holdings Partial Tender - An Odd Duck
Yesterday there was an extremely brief announcement by an entity called ウプシロン投資事業有限責任組合 or Upsilon Investment Limited Partnership which itself is...
984 Views