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...
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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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