Shiseido Company Limited: 4QFY2018 Results – Setting Expectations Too High
Shiseido Co Ltd (4911 JP) reported its FY2018 results on 8th Feb 2019. Shiseido’s revenue grew 8.9% YoY in FY 2018, marginally above our estimated...
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Kao Corporation, 4QFY2018 Results Falls Short of Guidance
Picking up from where we left off Market Largely Untroubled by Kao’s Troubles, Kao Corp (4452 JP) announced its FY2018 results yesterday (4th...
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Market Largely Untroubled by Kao’s Troubles
After an article appeared on Nikkei Asian Review on 29th January 2019 stating that Kao Corp (4452 JP) is going to miss its revenue and profit...
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Shiseido Co Ltd: Could Become a Victim of Its Own Success
Shiseido Co Ltd (4911 JP) will Struggle to Replicate its Past Success Over FY2018-23E In the past few years, Shiseido was able to outpace the rest...
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Is It a Nikkei BOJ Squeeze on Nikkei 225 Low Float Names? Or Just FamilyMart Being FamilyMart?
A comment from a Smartkarma client prompted me to dig through this. It was an interesting comment suggesting the high weight Nikkei 225 names,...
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