The Week that Was in ASEAN@Smartkarma - Thai Politics, Bank Negara Indonesia, and Singapore Property
This week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
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Unicharm (8113 JP): High Valuation Overshadows Steady Growth Story
Unicharm Corp (8113 JP) is a Japanese consumer goods company that manufactures hygiene products for adults and infants. The company has a presence...
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Kao Corp: Takes a Gamble With Leaner Cosmetic Line & Alternative Sales Channels To Further Growth
Kao Corp (4452 JP) is at a crossroads where it must look to alternate channels and regions to continue its growth. Unlike peers like Shiseido and...
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Sector Capsule: Men's Grooming in Taiwan
Men’s grooming rose in current value by 2% in 2017 as sales to reach TWD3.5 billion. Men’s grooming continued to benefit from the rising social...
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Global Equity Strategy: Overweight TOPIX, Hang Seng
Global markets are holding at support levels and we reiterate, our neutral but constructive outlook . In today’s report we highlight actionable...
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