Pola Orbis: Our Preferred Choice Leading up The Reopening of Japan to Foreign Tourists
Based on valuation and the price performance trend, long time underperformer Pola Orbis seems like the best option to capitalise on the reopening...
Japan’s Boycott of Winter Olympics Could Be the Tipping Point
The relationship between the two countries was already reaching nervy levels, before Tokyo’s decision to snub the 2022 Winter Olympics. With the...
Crackdown on Live-Streaming E-Commerce Could Derail The Recovery of Japanese Cosmetics
Valuation multiples of Japanese cosmetics makers more than doubled during the last 6-7 years alongside the growth driven by the China expansion and...
Further Downside Is Possible As Kose Keeps Losing Ground in Japan
The share price and valuation multiples have come down by around 25% and 35% respectively over the last three months as the market started reacting...
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