FANCL: Playing the Long Game
The declining and ageing population in Japan has been a major cause for concern to many Japanese companies. Fancl Corp (4921 JP), is a relatively...
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Meiji Holdings 3QFY2019 Results On Track to Meet Guidance, Dark Clouds Loom Over Its Mid Term Target
Meiji Holdings (2269 JP) recorded revenue growth of 4.1% in 3QFY2019. The food segment which produces yoghurt, drinking milk, cheese, ice cream,...
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Meiji Holdings: Results Show That Nikkei POS Alternative Data Predicts Product Trends Well
In our last note we discussed how pricing trends were continuing to firm for most products other than yogurt. As such we concluded that though 1H...
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Meiji Holdings: Nikkei POS Alternative Data Report -Pricing Recovery Suggests a Little Upside Now
In our last note we pointed out that Nikkei POS data was hinting at animprovement in the pricing environment for Meiji Holdings. Since then, the...
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Meiji Holdings: Nikkei POS Alternative Data Report - Oversold But Analysts Too Bullish
Meiji Holdings generated spectacular returns between 2012 and 2016 rising 603% as cost cuts, price hikes and the shrinkage of its product line...
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