A Rebound in Growth for Ajinomoto Driven by Recovery of No-Moat Businesses
Narrow-moat Ajinomoto Co Inc (2802 JP)'s second-quarter results improved quarter on quarter, with sales (up 7.5%) largely in line with our estimate...
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Launching Coverage of Ajinomoto With Narrow Moat and Stable Moat Trend Ratings, FVE of JPY 2,500
We initiate coverage of Ajinomoto with a fair value estimate of JPY 2,500, and assign it narrow moat and stable moat trend ratings. Our fair value...
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Sector Capsule: Better for You Packaged Food in Japan
Headlines Better for you packaged food sees 3% value growth to reach JPY344.4 billion in 2016 Increased health awareness drives sales Reduced sugar...
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Can Tech Save the Declining Japanese Apparel Industry? : FashionTech Series (3/3)
In this last of a series of articles examining the FashionTech scene in Japan, Euromonitor International looks at companies operating CtoC sales...
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The Week That Was in NorthAsia@Smartkarma - Jelly Drinks, Dental Implants, & Tires
This is the inaugural report of "The Week That Was in North Asia@Smartkarma. This is a collaborative report among Travis Lundy, Mio Kato, CFA,...
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