Japan Equity Opportunities: High-Quality Businesses Will Benefit from Sustainable Growth Drivers
External Demand Still the Best Path to Drive Winners in the Japanese MarketDespite the recent uptick in domestic economic activity, we doubt...
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Solid 1Q Results for Meiji Support the Long-Term Margin Expansion Story; Shares Undervalued
Narrow-moat Meiji Holdings Co Ltd (2269 JP) posted a solid set of first-quarter results, which support our long-term view that margin expansion...
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Sector Capsule: Chocolate Confectionery in Thailand
Headlines Chocolate confectionery registers current retail value growth of 8% to reach THB6.9 billion in 2017 Novel new products drive growth Boxed...
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Sector Capsule: Chocolate Confectionery in Japan
Headlines Chocolate confectionery current value sales rise by 5% to reach JPY555 billion in 2017 The health benefits of cacao continue to attract...
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Probiotic Yogurt Growth Taking a Breather; a New Midterm Profit Guidance Target of JPY 120 Billion
We walked away from Meiji’s analyst briefing with a positive impression. Meiji’s management is confident growth of probiotic yogurt and China sales...
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