One-Off Positives Priced In; Shares Look Overvalued Without Significant Fundamental Improvement
Narrow-moat Kikkoman Corp (2801 JP) posted a solid set of third-quarter results, as expected. While the 6.5% sales growth (4.5% excluding foreign...
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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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Launching Coverage of Kikkoman With Narrow Moat and Stable Moat Trend Ratings; FVE of JPY 3,450
We initiate coverage of Kikkoman Corp (2801 JP) with a fair value estimate of JPY 3,450, and assign it narrow moat and stable moat trend ratings....
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Sector Capsule: Better for You Packaged Food in Japan
Headlines Better for you packaged food sees 3% value growth to reach JPY344.4 billion in 2016 Increased health awareness drives sales Reduced sugar...
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Can Tech Save the Declining Japanese Apparel Industry? : FashionTech Series (3/3)
In this last of a series of articles examining the FashionTech scene in Japan, Euromonitor International looks at companies operating CtoC sales...
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