JFE Holdings: Off to the Scrap Heap
Inflated profits, aged assets, negative cashflow JFE has been inflating profits by under depreciating and cashflow by underinvesting. In FY2019, it...
451 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, ...
558 Views
Japan Fortnightly Update:Â Lower Low as Earnings Slow
LOWER LOW - Japanese equities reached a new 52-week low on 29th October but rebounded on the subsequent four trading days to close the...
639 Views
Yaskawa Electric: Still Early to Buy but Still ST Oversold While Read-Through to Fanuc Is Negative
We visited Yaskawa Electric (6506 JP) last week following its 10% downward revision to OP guidance at 1H earnings on the 10th of October. The...
390 Views
Subaru: Fuel Economy Falsification Looks to Be a Non-Issue to Us
There is a Bloomberg headline saying falsification of data was found for 14,372 vehicles. This is an incorrect interpretation of the company's...
309 Views