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Strategies & Market Trends : JAPAN-Nikkei-Time to go back up? -- Ignore unavailable to you. Want to Upgrade?

To: El Canadiense who wrote (3680)	5/4/2004 10:28:45 PM
From: EddieMacG	Respond to of 3902

Does anyone have an opinion or news on IIJIE 4.64? It almost went bankrupt last July when one of its major subsidiaries declared the Japanese equivalent of Ch 11. Nippon Tel and others came to the rescue about a month later with an infusion of important money. Since then the revenue comparisons have been less than stellar since the revenues of the recent quarters, less the discontinued subsidiary, compare poorly to a year ago when the subs revenues were included! Last quarter was profitable, I believe! Next quarter will be reported on 5/13, I believe

To: El Canadiense who wrote (3680)	5/5/2004 5:52:20 AM
From: Crossy	Respond to of 3902

Hi Cartonet, I doubt that Asahi Softdrinks (2598.J) will keep the payout ratio constant if earnings will quintuple or more since they are planning for essentially doubling revenues in a very short time. Maybe dividends may double or triple. However you can be assured that money plowed back to finance growth might be spent even better than paid out - don't forget most people around the world (we Europeans certainly too) undergo a reallly discriminatory dividend taxation treatment, leading me to the conclusion not to give much weight to dividends. It should be noted however that JPN firms usually do pay dividends and if a company does a turnaround like Asahi Softdrinks (2598.J) then resumption of the dividend is mostly one of their first priorities.. rgrds CROSSY BTW: looking to pharma stocks in Japan as of late but a tad unsure.. Dainippon might be cheap but I have to analyze their pipeline first..