Japanese Cosmetics: Trading Around Q3 Earnings
The latest rally in Japanese cosmetics, driven by improving domestic market conditions has strangely avoided two of the big names in the market,...
234 Views
2022 JPX Nikkei 400 Rebal Update - Going the Right Way
JPX Nikkei 400 rebalance is going the right way in the 6 trading days so far, and it wasn't done on Day1 (which was lacklustre). It may be under...
384 Views
Pola Orbis: Pola Moves to Capture Travel Retail Demand as Air Travel Recovers
We think investors who want to get in early to the travel retail surge and the recovery of inbound demand should be better off with exposure to...
349 Views
Premier Anti-Aging Company: Getting to an Interesting Level
Premier Anti-Aging’s current multiple is around 27% below the sector’s cyclical low multiple suggesting that there could be significant upside...
350 Views
Pola Orbis: Our Preferred Choice Leading up The Reopening of Japan to Foreign Tourists
Based on valuation and the price performance trend, long time underperformer Pola Orbis seems like the best option to capitalise on the reopening...
297 Views