Under-Appreciated China Expansion: Fancl Now Our Preferred Japanese Cosmetics Stock
Fancl Corp (4921 JP) first-quarter revenue and operating income exceeded consensus estimates by 3.1% and 122%, respectively, but declined by 19%...
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Shiseido(4911 JP): Downward Revision Imminent
Shiseido Company (4911 JP), will announce second-quarter results on the 6th August. In this Insight, we shall use recent METI and Ministry of...
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Kao 2Q20 Results: Expecting Worse in the Third Quarter
More than six months on from the initial outbreak, the spread of COVID-19 is still gaining momentum with more than 16 million recorded cases and...
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KOSÉ 1QFY21 Earnings Preview: China Recovery Overlooked
In this insight we provide a preview into Kose Corp (4922 JP)’s 1QFY21 results scheduled to be released on 31st July 2020. Our approach to forecast...
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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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