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Kao Corp (4452 JP)
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193
Analysis
Consumer Staples
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Japan
Kao Corporation is a manufacturer of household and chemical products. The company produces cosmetics, laundry and cleaning products, hygiene products, fatty chemicals, edible oils, and specialty chemicals.
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bullish
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Thematic (Sector/Industry)
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13 Sep 2016 19:39
Japan Stock Market Seasonality - Late Q4 Is Indeed Good
Pelham Smithers came out with a worthwhile comment on the Q4 seasonality of Japanese markets. I agree with their assessment of being bullish Japan...
Travis Lundy
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247 Views
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bullish
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Thematic (Sector/Industry)
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05 Sep 2016 13:45
Short Sell Research Vs The Japan Stock Market Blob
Two recent press articles "Muddy Waters and Andrew Left: the short sellers having a ball" (...
Pelham Smithers Associates
237 Views
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bullish
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Thematic (Sector/Industry)
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24 Aug 2016 17:27
Tourism Trends and China
In-bound tourism to China appears to be in decline, albeit slowly. At the same time, foreign travel by Chinese residents has grown rapidly, driven...
Bixmoor
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157 Views
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bullish
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Thematic (Sector/Industry)
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20 Aug 2016 01:02
JAPAN FLOW III: The Mechanics of BOJ Buying
This is the latest in a series of JAPAN FLOW regarding recent and forward flow dynamics of Japan equities.The first two are: JAPAN FLOW I: The...
Travis Lundy
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330 Views
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bearish
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Thematic (Sector/Industry)
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06 Aug 2016 18:07
Death Rattle for Defensives?
While it is not a given that a switch from a high growth, high interest rate environment to a low growth, low interest rate environment is a good...
Pelham Smithers Associates
1k Views
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