Equity Long-Short Analyst

Pyari Menon

Thematic (Sector/Industry)

<ul>
<li>Brand recognition is a driver of margins and returns for consumer products, but developing and maintaining product superiority is of paramount importance to establish and sustain brands and market share</li>
<li>In this report, we take  look at how well companies in personal hygiene products like diapers, sanitary pads,  linings, and tampons are positioned from a technological perspective</li>
<li>
<a href="https://www.smartkarma.com/entities/procter-gamble-co" target="_blank" data-smartkarma-citation="entities:978:1" rel="noopener">Procter &amp; Gamble Co (PG US)</a>, <a href="https://www.smartkarma.com/entities/kimberly-clark-corp" target="_blank" data-smartkarma-citation="entities:2292:1" rel="noopener">Kimberly Clark (KMB US)</a> , <a href="https://www.smartkarma.com/entities/unicharm-corp" target="_blank" data-smartkarma-citation="entities:6246:1" rel="noopener">Unicharm Corp (8113 JP)</a>, <a href="https://www.smartkarma.com/entities/daio-paper-corp" target="_blank" data-smartkarma-citation="entities:3211:1" rel="noopener">Daio Paper Corp (3880 JP)</a>, and <a href="https://www.smartkarma.com/entities/kao-corp" target="_blank" data-smartkarma-citation="entities:12933:1" rel="noopener">Kao Corp (4452 JP)</a> lead the field</li>
</ul>


Brand recognition is a driver of margins and returns for consumer products, but developing and maintaining product superiority is of paramount importance to establish and sustain brands and market share
In this report, we take  look at how well companies in personal hygiene products like diapers, sanitary pads,  linings, and tampons are positioned from a technological perspective

Procter &amp; Gamble Co (PG US), Kimberly Clark (KMB US) , Unicharm Corp (8113 JP), Daio Paper Corp (3880 JP), and Kao Corp (4452 JP) lead the field


Stock Ideas from Data Mining Technical Publications: A Look at Diapers, Sanitary Pads, and Tampons

Pan-Asia Index Rebalances/ Events/ Delta One, Periscope Analytics

Brian Freitas

Pan-Asia Index Rebalances/ Events/ Delta One

Event-Driven

<p>STOXX Ltd., the operator of Qontigo's index business has announced the changes to the STOXX Europe 600 index for the upcoming review. The rebalance will be effective as of the opening of European markets on 22 June and passive funds will need to trade at the close on 19 June.</p><p>There are 21 additions and deletions to the index:</p><table class="table table-striped">
<colgroup><col span="4"></colgroup>
<tbody>
<tr>
<td style="text-align: center; width: 351.02px;" colspan="2">Additions</td>
<td style="text-align: center; width: 353.98px;" colspan="2">Deletions</td>
</tr>
<tr>
<td style="text-align: left; width: 94.98px;"><strong>Code</strong></td>
<td style="text-align: left; width: 235.04px;"><strong>Name</strong></td>
<td style="text-align: left; width: 89.86px;"><strong>Code</strong></td>
<td style="text-align: left; width: 243.12px;"><strong>Name</strong></td>
</tr>
<tr>
<td style="width: 94.98px;">VIS.MC</td>
<td style="width: 235.04px;">Viscofan SA</td>
<td style="width: 89.86px;">BIRG.I</td>
<td style="width: 243.12px;">Bank of Ireland Group PLC</td>
</tr>
<tr>
<td style="width: 94.98px;">ROCKb.CO</td>
<td style="width: 235.04px;">Rockwool International A/S</td>
<td style="width: 89.86px;">OSRn.DE</td>
<td style="width: 243.12px;">Osram Licht AG</td>
</tr>
<tr>
<td style="width: 94.98px;">GRI.L</td>
<td style="width: 235.04px;">Grainger PLC</td>
<td style="width: 89.86px;">IMFI.VI</td>
<td style="width: 243.12px;">Immofinanz AG</td>
</tr>
<tr>
<td style="width: 94.98px;">GXIG.DE</td>
<td style="width: 235.04px;">Gerresheimer AG</td>
<td style="width: 89.86px;">BOSSn.DE</td>
<td style="width: 243.12px;">Hugo Boss AG</td>
</tr>
<tr>
<td style="width: 94.98px;">BILL.ST</td>
<td style="width: 235.04px;">BillerudKorsnas AB (publ)</td>
<td style="width: 89.86px;">EZJ.L</td>
<td style="width: 243.12px;">Easyjet PLC</td>
</tr>
<tr>
<td style="width: 94.98px;">BCVN.S</td>
<td style="width: 235.04px;">Banque Cantonale Vaudoise</td>
<td style="width: 89.86px;">CSPC.L</td>
<td style="width: 243.12px;">Countryside Properties PLC</td>
</tr>
<tr>
<td style="width: 94.98px;">AXFO.ST</td>
<td style="width: 235.04px;">Axfood AB</td>
<td style="width: 89.86px;">WG.L</td>
<td style="width: 243.12px;">John Wood Group PLC</td>
</tr>
<tr>
<td style="width: 94.98px;">WALLb.ST</td>
<td style="width: 235.04px;">Wallenstam AB</td>
<td style="width: 89.86px;">B4B.DE</td>
<td style="width: 243.12px;">Metro AG</td>
</tr>
<tr>
<td style="width: 94.98px;">ADDTb.ST</td>
<td style="width: 235.04px;">Addtech AB</td>
<td style="width: 89.86px;">SSPG.L</td>
<td style="width: 243.12px;">SSP Group PLC</td>
</tr>
<tr>
<td style="width: 94.98px;">LATOb.ST</td>
<td style="width: 235.04px;">Investment AB Latour</td>
<td style="width: 89.86px;">ETL.PA</td>
<td style="width: 243.12px;">Eutelsat Communications SA</td>
</tr>
<tr>
<td style="width: 94.98px;">SWECb.ST</td>
<td style="width: 235.04px;">Sweco AB (publ)</td>
<td style="width: 89.86px;">AGGK.L</td>
<td style="width: 243.12px;">Aggreko PLC</td>
</tr>
<tr>
<td style="width: 94.98px;">LIFCOb.ST</td>
<td style="width: 235.04px;">Lifco AB (publ)</td>
<td style="width: 89.86px;">SMWH.L</td>
<td style="width: 243.12px;">WH Smith PLC</td>
</tr>
<tr>
<td style="width: 94.98px;">THULE.ST</td>
<td style="width: 235.04px;">Thule Group AB</td>
<td style="width: 89.86px;">VMUK.L</td>
<td style="width: 243.12px;">Virgin Money UK PLC</td>
</tr>
<tr>
<td style="width: 94.98px;">SINCH.ST</td>
<td style="width: 235.04px;">Sinch AB (publ)</td>
<td style="width: 89.86px;">SPMI.MI</td>
<td style="width: 243.12px;">Saipem SpA</td>
</tr>
<tr>
<td style="width: 94.98px;">CEY.L</td>
<td style="width: 235.04px;">Centamin PLC</td>
<td style="width: 89.86px;">SPL1.WA</td>
<td style="width: 243.12px;">Santander Bank Polska SA</td>
</tr>
<tr>
<td style="width: 94.98px;">CWK.L</td>
<td style="width: 235.04px;">Cranswick PLC</td>
<td style="width: 89.86px;">SUBC.OL</td>
<td style="width: 243.12px;">Subsea 7 SA</td>
</tr>
<tr>
<td style="width: 94.98px;">AGRP.L</td>
<td style="width: 235.04px;">Assura PLC</td>
<td style="width: 89.86px;">INVP.L</td>
<td style="width: 243.12px;">Investec PLC</td>
</tr>
<tr>
<td style="width: 94.98px;">IDIA.S</td>
<td style="width: 235.04px;">Idorsia Ltd</td>
<td style="width: 89.86px;">CINE.L</td>
<td style="width: 243.12px;">Cineworld Group PLC</td>
</tr>
<tr>
<td style="width: 94.98px;">COKG.DE</td>
<td style="width: 235.04px;">Cancom SE</td>
<td style="width: 89.86px;">DUFN.S</td>
<td style="width: 243.12px;">Dufry AG</td>
</tr>
<tr>
<td style="width: 94.98px;">NETCG.CO</td>
<td style="width: 235.04px;">Netcompany Group A/S</td>
<td style="width: 89.86px;">CPI.L</td>
<td style="width: 243.12px;">Capita PLC</td>
</tr>
<tr>
<td style="width: 94.98px;">ADEB.OL</td>
<td style="width: 235.04px;">Adevinta ASA</td>
<td style="width: 89.86px;">HMSO.L</td>
<td style="width: 243.12px;">Hammerson PLC</td>
</tr>
</tbody>
</table><p>There has been a wide divergence in stock performance with all adds trading higher over the last year and almost all deletes trading lower.</p><p>In this Insight, we take a look at the index methodology, the impact of the review on the stocks, the recent stock performance, and recommend a few trades.</p>

STOXX Ltd., the operator of Qontigo's index business has announced the changes to the STOXX Europe 600 index for the upcoming review. The rebalance will be effective as of the opening of European markets on 22 June and passive funds will need to trade at the close on 19 June.There are 21 additions and deletions to the index:



Additions
Deletions


Code
Name
Code
Name


VIS.MC
Viscofan SA
BIRG.I
Bank of Ireland Group PLC


ROCKb.CO
Rockwool International A/S
OSRn.DE
Osram Licht AG


GRI.L
Grainger PLC
IMFI.VI
Immofinanz AG


GXIG.DE
Gerresheimer AG
BOSSn.DE
Hugo Boss AG


BILL.ST
BillerudKorsnas AB (publ)
EZJ.L
Easyjet PLC


BCVN.S
Banque Cantonale Vaudoise
CSPC.L
Countryside Properties PLC


AXFO.ST
Axfood AB
WG.L
John Wood Group PLC


WALLb.ST
Wallenstam AB
B4B.DE
Metro AG


ADDTb.ST
Addtech AB
SSPG.L
SSP Group PLC


LATOb.ST
Investment AB Latour
ETL.PA
Eutelsat Communications SA


SWECb.ST
Sweco AB (publ)
AGGK.L
Aggreko PLC


LIFCOb.ST
Lifco AB (publ)
SMWH.L
WH Smith PLC


THULE.ST
Thule Group AB
VMUK.L
Virgin Money UK PLC


SINCH.ST
Sinch AB (publ)
SPMI.MI
Saipem SpA


CEY.L
Centamin PLC
SPL1.WA
Santander Bank Polska SA


CWK.L
Cranswick PLC
SUBC.OL
Subsea 7 SA


AGRP.L
Assura PLC
INVP.L
Investec PLC


IDIA.S
Idorsia Ltd
CINE.L
Cineworld Group PLC


COKG.DE
Cancom SE
DUFN.S
Dufry AG


NETCG.CO
Netcompany Group A/S
CPI.L
Capita PLC


ADEB.OL
Adevinta ASA
HMSO.L
Hammerson PLC


There has been a wide divergence in stock performance with all adds trading higher over the last year and almost all deletes trading lower.In this Insight, we take a look at the index methodology, the impact of the review on the stocks, the recent stock performance, and recommend a few trades.

STOXX Europe 600 Index Review: Adds Outperforming Deletes

Germany

Paul Hartmann AG manufactures and markets personal hygiene and medical products. The Company sells baby diapers under the Fixie brand name, diagnostic equipment, and first aid, operating, skin care, feminine hygiene, and incontinence products.  Paul Hartmann operates approximately six production facilities in Germanyand markets its products worldwide.

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Paul Hartmann Ag (PHH2 GR)

Stock Ideas from Data Mining Technical Publications: A Look at Diapers, Sanitary Pads, and Tampons

Spotting the innovation leaders in the hygiene aisle of the supermarkets. A look at the diaper, sanitary pads, and tampon makers.

Pyari Menon

STOXX Europe 600 Index Review: Adds Outperforming Deletes

STOXX Ltd., the operator of Qontigo's index business has announced the changes to the STOXX Europe 600 index for the upcoming review. The rebalance...

Brian Freitas

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52-week Range

Market Cap (USDm)

P/E

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