E-Commerce Penetration Increasing in All Retail Categories
A review of online market share in all key consumer categories in Japan, with forecasts for e-commerce market share to 2025 –the sharp growth will...
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Kose: At a New EV/OP Peak
On the back of the optimism over revenue growth from the Chinese cosmetics market, Japanese cosmetics companies with significant exposure to the...
239 Views
Shiseido: Lowballing 2021 Guidance
Previously, we questioned whether Shiseido is playing safe or departing from cost discipline as we felt that that the 4Q20 OP estimate was too low...
280 Views
🇯🇵 JAPAN • Results & Revisions 02/01 - Rohm, Shionogi..
Of Monday's 76 results announcements, 79% scored positively for earnings momentum despite trailing revenues falling by 5.2% on average and a 2.6...
208 Views
Kose: China and E-Commerce Propels Kose’s Performance Towards the Pre-Pandemic Level
Even though there are indications that Kose could be relaxing cost controls, an implied 4QFY21 OPM of 2.5% seem conservative making an OP beat a...
236 Views