Trading the BOJ-Nikkei 225 Baskets
One week ago in The BOJ's Ongoing ETF Impact - Is a Nikkei 225 Reshuffle in the Cards? I discussed the BOJ's past and current ETF purchasing...
462 Views
Kao Will Continue to Leverage Its Brand Equity in Asia; Raising FVE to JPY 8,800
We believe Kao Corp (4452 JP) has built up a wide moat in its home market of Japan, particularly around its home-care (24% of sales) and human...
107 Views
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...
1.6k Views
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...
111 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...
218 Views