ANA – A Simple Short Before the Capital Raise
After market close the Nikkei reported that ANA was considering a ¥200bn public offering. With international travel still highly restricted and...
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🇯🇵 JAPAN • IT’S A WRAP - Summer 2020 Results & Revisions Review
BRUTAL - The summer earnings 'season' reflected the broadening impact of COVID-19 on the Japanese and world economies, however, in terms of profit...
435 Views
🇯🇵 JAPAN • Results & Revisions 3rd August - Capcom, K's, Kikkoman, USS, Eisai
•BEST & WORST 3rd AUGUST •The 'best' and 'worst' from yesterday's large-cap announcements came from Kyorin (4569 JP) and Japan Airlines (9201...
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🇯🇵 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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TRACKING TRAFFIC's Travel Tracker Dashboard (May 29): Recovery in Chinese Domestic Traffic Continues
Our weekly channel checks show a continued recovery in Chinese airport departures last week. Departure activity at the five airports outside of...
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