Japanese Household Goods Pair Trade: Let The Lion Pounce As The Pigeon Lands
Unicharm Corp (8113 JP) , Pigeon and Lion are three closely related companies in the Japanese household products market. Although their core...
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🇯🇵 JAPAN • Stock Picking with 'Peak' EV/OP Multiples - Introducing EV/POP
"Beware of geeks bearing formulas." - Warren Buffett Enterprise Value multiples have become common parlance in the investment world, both...
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Asian Consumer Staples - Inflation Hedge?
Consumer Staples are a good inflation hedge, but only if they can pass on the increase in raw material costs to end consumers. In a scenario of...
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Japanese Drugstores: With Maturity Comes Marriage
The following is an in-depth review of the drugstore sector and the impact of the Cocokara Fine and Matsukiyo merger on other key drugstore stocks,...
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Pigeon: Domestic Business Growth Slows Down but Remains a Cash Cow
This is the Final of a series of reports on Pigeon Corp and in this insight, we will be taking a close look at the company’s Domestic Baby and...
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