https://www.vidoresearch.com/blog daily 0.75 2020-05-14 https://static1.squarespace.com/static/5abdcb43cc8fed1bdff42007/t/5ea0f9b10068834115478119/1587607990765/IMG_4766.jpg Henkaku 変革 - change, reform and revolution in Japan Inc. https://www.vidoresearch.com/blog/2020/4/25/collateral-damage monthly 0.5 2020-04-25 https://static1.squarespace.com/static/5abdcb43cc8fed1bdff42007/t/5ea111138ad64529a70a502a/1587808906390/debt-and-performance-2020-japan.png Henkaku 変革 - change, reform and revolution in Japan Inc. - Hedge funds - really just "collateral damage?" https://www.vidoresearch.com/blog/2020/4/29/parent-child-listings monthly 0.5 2020-04-29 https://static1.squarespace.com/static/5abdcb43cc8fed1bdff42007/t/5ea92dd4c27d5f467efdc86a/1589298967428/table.png Henkaku 変革 - change, reform and revolution in Japan Inc. - Roll up, roll up - subs are on sale Source: S&P Capital IQ, Vido Research https://www.vidoresearch.com/blog/2020/5/13/cost-cuts-crisis monthly 0.5 2020-05-14 https://static1.squarespace.com/static/5abdcb43cc8fed1bdff42007/t/5ebac8aded52bb11d9fcea19/1589336189312/autos-sga-improvement.png Henkaku 変革 - change, reform and revolution in Japan Inc. - Cost cuts in a crisis: will Toyota be the car in front? Source: S&P CapitalIQ, Vido Research https://static1.squarespace.com/static/5abdcb43cc8fed1bdff42007/t/5ebac840b783f908213c87f4/1589336240813/toyota-sga-gpm.jpg Henkaku 変革 - change, reform and revolution in Japan Inc. - Cost cuts in a crisis: will Toyota be the car in front? blue: gross margin, red: SG&A/sales Source: S&P CapitalIQ https://static1.squarespace.com/static/5abdcb43cc8fed1bdff42007/t/5ebac90d984e7232b3778cb9/1589336191965/ Henkaku 変革 - change, reform and revolution in Japan Inc. - Cost cuts in a crisis: will Toyota be the car in front? Source: S&P CapitalIQ, Vido Research https://static1.squarespace.com/static/5abdcb43cc8fed1bdff42007/t/5ebac9610e96b4498cb00c0a/1589336196216/elec-compo-sga-improvement.png Henkaku 変革 - change, reform and revolution in Japan Inc. - Cost cuts in a crisis: will Toyota be the car in front? Source: S&P CapitalIQ, Vido Research https://static1.squarespace.com/static/5abdcb43cc8fed1bdff42007/t/5ebace55b9b26c76304952e1/1589300835339/ Henkaku 変革 - change, reform and revolution in Japan Inc. - Cost cuts in a crisis: will Toyota be the car in front? https://static1.squarespace.com/static/5abdcb43cc8fed1bdff42007/t/5ebac9a3b2761e6bdc5d027c/1589336210104/kyocera-peers-share-perf.png Henkaku 変革 - change, reform and revolution in Japan Inc. - Cost cuts in a crisis: will Toyota be the car in front? Source: S&P CapitalIQ, Vido Research https://www.vidoresearch.com/blog/category/Market+Moves monthly 0.5 https://www.vidoresearch.com/blog/category/In+the+News monthly 0.5 https://www.vidoresearch.com/blog/tag/Activism monthly 0.5 https://www.vidoresearch.com/blog/tag/Toshiba monthly 0.5 https://www.vidoresearch.com/blog/tag/Itochu monthly 0.5 https://www.vidoresearch.com/blog/tag/Japan monthly 0.5 https://www.vidoresearch.com/blog/tag/Corporate+Governance monthly 0.5 https://www.vidoresearch.com/blog/tag/Hitachi monthly 0.5 https://www.vidoresearch.com/blog/tag/Listed+Subsidiaries monthly 0.5 https://www.vidoresearch.com/blog/tag/Machinery monthly 0.5 https://www.vidoresearch.com/blog/tag/Autos monthly 0.5 https://www.vidoresearch.com/blog/tag/NTT monthly 0.5 https://www.vidoresearch.com/blog/tag/Hedge+Funds monthly 0.5 https://www.vidoresearch.com/blog/tag/Ricoh monthly 0.5 https://www.vidoresearch.com/blog/tag/Z+Holdings monthly 0.5 https://www.vidoresearch.com/blog/tag/Electronic+Components monthly 0.5 https://www.vidoresearch.com/blog/tag/Toyota monthly 0.5 https://www.vidoresearch.com/blog/tag/Askul monthly 0.5 https://www.vidoresearch.com/blog/tag/Mitsubishi+Chemical monthly 0.5 https://www.vidoresearch.com/blog/tag/Nidec monthly 0.5 https://www.vidoresearch.com/blog/tag/Aeon monthly 0.5 https://www.vidoresearch.com/blog/tag/Shin-Etsu+Chemical monthly 0.5 https://www.vidoresearch.com/home daily 1.0 2020-04-29 https://static1.squarespace.com/static/5abdcb43cc8fed1bdff42007/t/5adb01ff1ae6cfdcd72a8269/1524655323972/shiraitofalls.jpg Home https://static1.squarespace.com/static/5abdcb43cc8fed1bdff42007/t/5ac38044f950b78f602d972f/1526375440074/narutoskyline.jpg Home https://static1.squarespace.com/static/5abdcb43cc8fed1bdff42007/5ea4091d653987306780cb05/5ea4095a2a97584d9946ef7a/1587967816927/yokoteyama-view.jpg Home Henkaku // 変革 Blog Charting change, reform and revolution in Japan Inc. See More https://static1.squarespace.com/static/5abdcb43cc8fed1bdff42007/5ea4091d653987306780cb05/5ea4091e14bd4f0e74b5561d/1587967813091/rainbowbridge.jpg Home Bespoke insights into Japan Start Here Learn More https://static1.squarespace.com/static/5abdcb43cc8fed1bdff42007/t/5ac380752b6a284b3fe26739/1526375469133/kurashikiivy.jpg Home https://static1.squarespace.com/static/5abdcb43cc8fed1bdff42007/t/5ac380db6d2a737c800a5b02/1522761952382/rainbowbridge.jpg Home https://www.vidoresearch.com/contact daily 0.75 2018-04-25 https://static1.squarespace.com/static/5abdcb43cc8fed1bdff42007/t/5adaddeaf950b7b16a6faf0b/1524293108258/shiraitofalls.jpg Contact https://www.vidoresearch.com/about-vido daily 0.75 2018-04-27 https://static1.squarespace.com/static/5abdcb43cc8fed1bdff42007/t/5ae07b2f562fa79909ccff23/1524661071757/andrew-daniels-headshot.jpg About Vido https://static1.squarespace.com/static/5abdcb43cc8fed1bdff42007/t/5ac37e13aa4a99295f479da8/1522761353491/narutostrait.jpg About Vido https://www.vidoresearch.com/home-alt daily 0.75 2020-04-23 https://static1.squarespace.com/static/5abdcb43cc8fed1bdff42007/5ea116910b77487bad0ebc33/5ea116910b77487bad0ebc34/1390599491353/chambers-8.jpg Home Alt Preserve Nature Join Us https://static1.squarespace.com/static/5abdcb43cc8fed1bdff42007/5ea116910b77487bad0ebc33/5ea116910b77487bad0ebc37/1390599495693/chambers-4.jpg Home Alt A better world Starts with a choice Join Us https://static1.squarespace.com/static/5abdcb43cc8fed1bdff42007/5ea116910b77487bad0ebc33/5ea116910b77487bad0ebc39/1414432693884/chambers-2.jpg Home Alt A better world Starts with a choice Contact Us https://static1.squarespace.com/static/5abdcb43cc8fed1bdff42007/5ea116910b77487bad0ebc33/5ea116910b77487bad0ebc3b/1390599499399/chambers1.jpg Home Alt Sustainability Starts with you Join Us