Japan - Sharp Rise in Consumer Discretionary Shorts
The short notional in the market for the week ending 24 January is US$24.53bn (down by US$250mm) with the largest short positions in Itochu Corp...
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FANCL 3QFY20 Alternative Data Earnings Preview: Supplements Weaknesses to Offset Cosmetics Growth
In this insight, we provide a preview into Fancl Corp (4921 JP)’s 3QFY20 results scheduled to be released on 30th January 2020. We discuss the...
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KOSÉ 3QFY20 Alternative Data Earnings Preview: Asia’s Rapid Deceleration Could Cause Panic
In this insight we provide a preview into Kose’s 3QFY20 results scheduled to be released on 31st January 2020. Our approach to forecast quarterly...
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KOSÉ’s Magic Mirror Is Still a Fairy Tale
Earlier this month, Kose announced that the company will begin verification testing of the “Snow Beauty Mirror” at its newly opened “Maison Kose”...
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Japan Consumption Tax Hike: The Impact on Convenience Stores and Cosmetics
After a lengthy delay, Japan has increased its consumption tax from 8% to 10%. The tax hike came into effect from 1st of October 2019. The...
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