In today’s briefing:
- Many Companies Are in Stage of Setting Caps to Ensure that Cash on Hand Grows No More than Necessary
Many Companies Are in Stage of Setting Caps to Ensure that Cash on Hand Grows No More than Necessary
- Improvements in OP margin and Sales/Total Assets have been slow to improve ROE. More companies are including DOE in their dividend policy against the backdrop of increasing cash on hand.
- With costs expected to increase amid rising prices, sales and gross margins need to be raised, and therefore the component costs of investment and high-margin operations need to be raised.
- Restructuring the business portfolio later to determine cash allocation will not result in effective investment and must result in limited improvement in profit margins on sales.
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