Long Shiseido/Short KOSE As Japanese Cosmetics Shift Focus to Margin Expansion
We have high expectations for Japanese cosmetics in the post COVID era as we expect a significant bump in the sector’s operating margin due to a...
230 Views
Japanese Cosmetics Industry: 1Q21 Statistics Update
With 36.7% YoY growth in 1Q21, cosmetics exports continue to drive the recovery of the Japanese cosmetics sector. However, the out-of-control COVID...
204 Views
Asia Short Interest: Meituan, WuxiBio, Tencent, Nexon, Orix, Toshiba, Shiseido, Samsung, Hannstar
The Insight looks at large short interest movements across HK, Japan, Korea and Taiwan stocks and highlights large increases/decreases in shorts to...
353 Views
The Subscription Economy: Keeping Customers Keen While Earning Recurring Revenues
Subscriptions to physical goods are rapidly becoming a popular model. In Japan, many major retailers and brands are creating subscriptions, gaining...
445 Views
🇯🇵 JAPAN • Greensill, Gaming Payables & The Seven Samurai of Supply Chain Finance
As part of the fallout from Greensill Capital's collapse, much has been made of the risks involved in supply chain finance and the accounting...
239 Views