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J Capital
Coverage:
Global
J Capital publishes activist research. Their work is based on primary research, fundamental analysis, and forensic accounting. Through this process J Capital seeks to identify companies trading at a significant variance to their intrinsic value.
Location: New York
Analysts
Latest from J Capital
Marathon
MARA may have taken at least $250 million out of the company via overstated purchases of miners. We draw that conclusion based on interviews with mining companies in China. About 64% of the mining fleet MARA has purchased, net of disposals, nearly 12...
Anne Stevenson-Yang @ J Capital 3 March 2023
China: Policy Whiplash
Policy whiplash: The Covid reversal along with a 180-degree turn on property financing suggest to us that Xi Jinping is no longer making unilateral decisions.
Anne Stevenson-Yang @ J Capital 16 December 2022
Violence Erupts In China - What it means for investors
Jobs and the economy - Service establishments in major cities have been closed. Since about 42% of the urban service labor force consists of migrants from rural areas, it stands to reason that unemployment in the countryside is hi...
Anne Stevenson-Yang @ J Capital 30 November 2022
The Demand Collapse
Infrastructure spending is dead in the water: With revenue from land sales continuing to rocket down, local governments – which technically need to use land revenue and borrowings to fund capital construction – cannot afford to build....
Anne Stevenson-Yang @ J Capital 14 November 2022
China Recovery?
Signs of a "slow recovery" yet to appear. Not so Golden Week. Consumer confidence in property is at an all-time low, with only 16% of consumers saying they believe prices will rise in the future.
Anne Stevenson-Yang @ J Capital 12 October 2022
Is The Burnish off China's Golden Week?
Anne Stevenson-Yang @ J Capital 5 October 2022
