Launching Coverage of Meiji With Narrow Moat and Stable Moat Trend Ratings, FVE of JPY 10,600
We initiate coverage of Meiji Holdings with a fair value estimate of JPY 10,600, and assign it narrow moat and stable moat trend ratings. Our fair...
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Morinaga Merger Plans On Ice For Now
A bit over a month ago on 24 February, the Nikkei carried an article which described the plans Morinaga & Co Ltd (2201 JP) and Morinaga Milk...
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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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The Week That Was in NorthAsia@Smartkarma - Jelly Drinks, Dental Implants, & Tires
This is the inaugural report of "The Week That Was in North Asia@Smartkarma. This is a collaborative report among Travis Lundy, Mio Kato, CFA,...
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Morinaga Merger Musings
Early in the morning Friday February 24th, the Nikkei published an article suggesting that Japan's fourth largest confectioner by sales, Morinaga...
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