日本从落后者到领导者的历程（英文版）

爱闹硪們

日本从落后者到领导者的历程（英文版）
pdf
8 Executive Summary
18 Japan's macro productivity growth – why we are
optimistic
39 Japan AlphaWise productivity and innovation
survey – further acceleration in capex to come
46 FX & Rates: Implications of productivity growth
51 Japan equities' ROE has improved significantly –
with more to come
66 Japan banks – A crucial sector for improving ROE
78 Corporate governance reform on track but
challenges remain
97 Japanese firms which are innovating and raising
productivity
113 Japan's next-generation disruptors and innovators
119 Company Profiles
120 Denso (6902.T)
122 East Japan Railways (9020.T)
124 Fast Retailing (9983.T)
126 Hitachi (6501.T)
128 Honda Motor (7267.T)
130 HOYA (7741.T)
132 Japan Post Holdings (6178.T)
134 Kajima (1812.T)
136 Komatsu (6301.T)
138 M3 (2413.T)
140 Mitsui Fudosan (8801.T)
142 Murata Manufacturing (6981.T)
144 Recruit Holdings (6098.T)
146 Shiseido (4911.T)
148 Sony (6758.T)
150 Start Today (3092.T)
152 Sumitomo Mitsui FG (8316.T)
154 Toray Industries (3402.T)
156 Toyota Industries (6201.T)
158 Yamato Holdings (9064.T)
160 Appendix
161 Selected issues in Japan's labour market from a
sector analyst's perspective
167 Companies mentioned in this report
168 References
169 List of relevant Japan macro and micro reports
170 More on AlphaWise