The BOJ's Ongoing ETF Impact - Is a Nikkei 225 Reshuffle in the Cards?
Just over six months ago, a breathless article on Bloomberg noted that according to their calculations, the BOJ owned 71% of the ETFs in the...
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Supported by Its Home-Care and Human Healthcare Businesses, Kao Stands to Deliver High ROICs.
We believe Kao has built up a wide moat in its home market of Japan, particularly around its home-care (24% of sales) and human healthcare (19% of...
108 Views
Sector Briefing: Tissue and Hygiene in Japan (Market Summary) - Part 1
Waning Chinese demand for nappies hits overall growth rate Demographic changes shaping market performance Adult incontinence drives share...
210 Views
Robust Growth on Human Health Care Business More than Offset Kao's Beauty Care Business in 3Q
Wide-moat Kao’s strong brand power in the diaper and home-care business further fueled its 11% sales growth in human health care business (18% of...
100 Views
China Consumers - Chinese Prefer Japanese Diapers - We Go Shopping to Find Out
China has the highest level of consumer confidence in the world. China disposable income up 7.3% YoY. China napkins and diaper segments grew 11%...
336 Views