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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Asian Consumer Staples - Inflation Hedge?
Consumer Staples are a good inflation hedge, but only if they can pass on the increase in raw material costs to end consumers. In a scenario of...
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Big Short Covering in Consumer Staples
The short notional in the market for the data released 21 April is US$33.19bn (down by US$351mm excluding FX movements and ETFs) with the largest...
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The Big Short: All Sectors See An Increase
The short notional in the market for the data released 7 April is US$33.02bn (up by US$1,509mm excluding FX movements and ETFs) with the largest...
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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...
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