Smartkarma Originals
Japan Consumer Staples Update: Inflation Looks a Blessing in Disguise for Those with Pricing Power
Inflation in Japan has been on a decline over the year, reaching 2.6% in December 2023 after peaking at 4.3% twelve months prior.
Monde Nissin: The Investment Case
The sentiment is weak due to the large impairment charges. The valuation is undemanding (SOTP valuation of PHP10.21) and will prove attractive to...
Smartkarma Originals