🇯🇵 JAPAN • The Hundred Days War - COVID Heroes & Villains
THE 'HUNDRED DAYS WAR' - It is almost one hundred days since the equity markets began to discount the onset of COVID-19. Since the TOPIX closing...
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Japan Cosmetics Pair Trade: Long Kose/​Short Shiseido
Since June 2020, the share price performance between Japanese cosmetics companies has diverged rather significantly. Among Japanese cosmetics...
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Japanese Cosmetics Industry Statistics- May 2020: China Recovers While Domestic Demand Deteriorates
Cosmetics is one of the industries, worst hit by the coronavirus pandemic. The industry was struggling for growth even before COVID-19. Due to the...
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Shiseido 1Q20 Earnings Preview: Market More Cautious than Consensus
Shiseido Co Ltd (4911 JP), the biggest pureplay cosmetics company in Japan is generally the last cosmetics company to release its quarterly...
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Q1Earnings Preview: Not As Resilient As Consensus Believes
Founded in 1887, Kao Corp (4452 JP) is the largest personal care company in Japan with a market cap of ¥4,261bn, but has a broader range of...
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