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...
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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...
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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...
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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%...
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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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