Makoto Kikuchi
Makoto Kikuchi
bank borrow central companies expand interest investors lower property pushed raise rates shares sooner starting
Investors are starting to think the central bank may raise interest rates sooner than expected. That has pushed shares of real-estate companies lower as they usually borrow heavily to expand their property holdings.
clear company control highlight investment lack possible repeated safety signs until within
The repeated safety mishaps highlight a lack of control within the company. I can't look at the company as a possible investment until it can demonstrate clear signs of recovery.
earnings good invest japanese momentum sector
The earnings momentum at Kawasaki Kisen and other Japanese shippers has already peaked. It's not good to aggressively invest in the sector at this moment.
air attractive models revival
The company's revival is still up in the air because Mitsubishi Motors' new models must be attractive enough.