Norges Bank Puts Kirin On a Watchlist Over Ties with Myanmar Military Linked JV
We believe the market has already factored in the worst-case scenario for Kirin. That said, The Norges Bank putting Kirin on a watchlist could...
384 Views
Kose: At a New EV/OP Peak
On the back of the optimism over revenue growth from the Chinese cosmetics market, Japanese cosmetics companies with significant exposure to the...
239 Views
Shiseido: Lowballing 2021 Guidance
Previously, we questioned whether Shiseido is playing safe or departing from cost discipline as we felt that that the 4Q20 OP estimate was too low...
280 Views
Kose: China and E-Commerce Propels Kose’s Performance Towards the Pre-Pandemic Level
Even though there are indications that Kose could be relaxing cost controls, an implied 4QFY21 OPM of 2.5% seem conservative making an OP beat a...
236 Views
🇯🇵 JAPAN • Results & Revisions 01/28 JPX, TEL, Fancl...
69% of companies had improved Results Scores, and 68% of annual revisions scored positively. Only 10% of companies posted quarterly losses.
320 Views