Q1Earnings Preview: Not As Resilient As Consensus Believes
Founded in 1887, Kao Corp (4452 JP) is the largest personal care company in Japan with a market cap of ¥4,261bn, but has a broader range of...
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Japanese Cosmetics Statistics: 1Q20 Earnings Is Just a Preview, Expect the Worst in 2Q20
Japanese cosmetic companies are one of the biggest losers of the recent COVID-19 led market downturn. However, it appears that their 1Q20 earnings...
323 Views
Kirin: Activist Investor Seeks ¥600bn Buyback and a Nomination of an Independent Director
It was reported that Franchise Partners has submitted a proposal to Kirin Holdings (2503 JP) asking the company to initiate a ¥600bn share buyback....
390 Views
Shiseido 4Q19 Earnings Preview: Results Likely to Be More In Line with Guidance than Consensus
Prior to Shiseido Co Ltd (4911 JP)'s 4Q19 results to be released on 6th February 2020, we analysed, 4th quarter 2019 trade data to help us gauge...
293 Views
Coronavirus Fears to Bring Back the Overvalued Japanese Cosmetics to a Deserved Valuation
Mounting fears over the spreading of the coronavirus has set into the global markets. S&P 500 was down 1.0%, FTSE 100 was down 1.2%, Nikkei was...
371 Views