🇯🇵 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, ...
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Japan Fortnightly Update: 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...
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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...
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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...
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Sanyo Special Steel - A MISUNDERESTIMATED Tender Opportunity
With apologies to Dubya* apologists... My spellcheck asked me to change that word but it is perfect here.After the close March 15th, Nippon Steel...
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