Kao Corporation, 4QFY2018 Results Falls Short of Guidance
Picking up from where we left off Market Largely Untroubled by Kao’s Troubles, Kao Corp (4452 JP) announced its FY2018 results yesterday (4th...
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Market Largely Untroubled by Kao’s Troubles
After an article appeared on Nikkei Asian Review on 29th January 2019 stating that Kao Corp (4452 JP) is going to miss its revenue and profit...
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Shiseido Co Ltd: Could Become a Victim of Its Own Success
Shiseido Co Ltd (4911 JP) will Struggle to Replicate its Past Success Over FY2018-23E In the past few years, Shiseido was able to outpace the rest...
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Korean Stubs Spotlight: A Pair Trade Between Amorepacific Group & Shiseido
In this report, we provide an analysis of our pair trade idea between Amorepacific Group (002790 KS) and Shiseido Co Ltd (4911 JP). Our strategy...
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Japan: Fortnightly Update - Nidec Leads the Way
“I’ve been a manager for almost half a century, but this is the first time I’ve seen such a large single-month drop in orders for us. What we...
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