Doing bespoke work since 2002....., Custom Products Group

Patrick Hansen

Doing bespoke work since 2002.....

Custom Products Group

Custom Products was started 14 years ago at Lehman Brothers by current co-founder Patrick Hansen, CFA. After 3 years at Lehman, Patrick moved the team to Macquarie Securities where Simon Rigney (co-founder) joined. 3 years ago we took Custom Products independent. 

Our core strength can be summed up three words. 1- Customization - we have very little off the shelf products and most work is done on a one on one bespoke basis. 2- Speed - We pride ourselves in our ability to get requests back to the client very quickly. 3- Confidentiality - We do not redistribute. There is no grace period where we wait a week and then mass blast. Any request stops with that client.

Thematic (Sector/Industry)

<p>With approx. 90% of names with mkt-cap above ¥50bn already announcing 1Q results, we looked back to see how companies did. If we look at the overall numbers, total Sales is up 7% YoY, OP is up 11% YoY and Net Income is up 26% YoY.</p><p>At the sector level, Semiconductors &amp; Semiconductor Equipment sales is up 32% YoY and Material sector sales is up 12%. On the other side, only the Retail sector had sales fall YoY. 1Q Sales is down 2% in Retail. Sales for Health Care Equipment &amp; Services is only up 1%</p><p>…</p>

With approx. 90% of names with mkt-cap above ¥50bn already announcing 1Q results, we looked back to see how companies did. If we look at the overall numbers, total Sales is up 7% YoY, OP is up 11% YoY and Net Income is up 26% YoY.At the sector level, Semiconductors &amp; Semiconductor Equipment sales is up 32% YoY and Material sector sales is up 12%. On the other side, only the Retail sector had sales fall YoY. 1Q Sales is down 2% in Retail. Sales for Health Care Equipment &amp; Services is only up 1%…

1Q Results a Good Start in Japan - 133 Names Achieved More than 30% of Full-Year OP Guidance....

Making sense of the Global Market, Euromonitor International Ltd.

Yu Mitsuhashi

Making sense of the Global Market

Euromonitor International Ltd.

We are a global market research company focused on industries, countries, economies and consumers worldwide. Our cross-country comparable research helps your organisation identify opportunities and develop growth strategies in countries and regions across the globe. With offices around the world, 1,200 analysts in 100 countries and market research on every key trend and driver, we give you powerful access to the real story behind consumer change.

<h2>Headlines</h2><ul><li>Designer apparel and footwear (ready-to-wear) posts 2% value growth in 2016 to reach sales of JPY1,089.8 billion</li><li>Demand from the increasing number of foreign tourists remains relatively low compared to other luxury products</li><li>In 2016, women’s designer suits records the fastest growth at 7% in value terms</li><li>In 2015, global luxury brands continue to lead sales with Louis Vuitton ahead with a 12% category value share</li><li>Designer apparel and footwear (ready-to-wear) is expected to increase at a CAGR of 1% in value sales at constant 2016 prices over the forecast period to reach JPY1,171 billion in 2021</li></ul>

HeadlinesDesigner apparel and footwear (ready-to-wear) posts 2% value growth in 2016 to reach sales of JPY1,089.8 billionDemand from the increasing number of foreign tourists remains relatively low compared to other luxury productsIn 2016, women’s designer suits records the fastest growth at 7% in value termsIn 2015, global luxury brands continue to lead sales with Louis Vuitton ahead with a 12% category value shareDesigner apparel and footwear (ready-to-wear) is expected to increase at a CAGR of 1% in value sales at constant 2016 prices over the forecast period to reach JPY1,171 billion in 2021

Sector Capsule: Designer Apparel and Footwear (Ready-To-Wear) In Japan

Japan

ONWARD HOLDINGS CO., LTD. manufactures men's ready-made suits, women's, and children's wear.  The Company has its own brands, Onward and KUMIKYOKU. Onward also manufactures sports goods, books, stationery, cosmetics, art decoration.

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Onward Holdings (8016 JP)

1Q Results a Good Start in Japan - 133 Names Achieved More than 30% of Full-Year OP Guidance....

With approx. 90% of names with mkt-cap above ¥50bn already announcing 1Q results, we looked back to see how companies did. If we look at the...

Custom Products Group

Sector Capsule: Designer Apparel and Footwear (Ready-To-Wear) In Japan

Headlines Designer apparel and footwear (ready-to-wear) posts 2% value growth in 2016 to reach sales of JPY1,089.8 billion Demand from the...

Euromonitor International Ltd.

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