Japan Equity Opportunities: High-Quality Businesses Will Benefit from Sustainable Growth Drivers
External Demand Still the Best Path to Drive Winners in the Japanese MarketDespite the recent uptick in domestic economic activity, we doubt...
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2Q17 China Online Cosmetic Sales – Korean Brands Outperformed Despite Tension
China online cosmetics sales has accelerated during the June (6.18-the biggest mid-year online sales event) promotion. Japanese and Korean brands...
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Kao's Diaper Business Sees Stronger Growth in Emerging Asia, Raise FVE to JPY 7,900
Wide-moat Kao’s human health care business, which sells diapers and sanitary napkins, delivered 4 percentage point higher sales growth (16.7% year...
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The Week That Was in NorthAsia@Smartkarma
This is the third report of "The Week That Was in North Asia@Smartkarma". This is a collaborative report among Mio Kato, CFA, Sanghyun Park,...
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The Week That Was in NorthAsia@Smartkarma
This is the second report of "The Week That Was in North Asia@Smartkarma". This is a collaborative report among Travis Lundy, Mio Kato, CFA,...
273 Views