The Market Is Yet to Price Fancl’s China Expansion
Fancl’s second-quarter revenue and operating income fell short of consensus estimates by 0.3% and 14.5%, respectively, but 1HFY21 revenue was...
324 Views
Japan Cosmetics Pair Trade: Long Fancl/Short Kose
As the earnings season approaches, we suggest that investors consider closing the Long Kose/Short Shiseido trade and reversing the same, but this...
287 Views
Toyota – Topping the Nikkei’s ESG Survey and an Indicator of Labour Reform?
Toyota's efforts to reform labour policies bear watching as Japan's change of government and response to COVID's impact on workplaces offer a...
263 Views
Japanese Cosmetics Stats: Absent Inbound Demand Pauses Domestic Recovery, Exports Grow Double-Digits
Japan’s cosmetics exports to main countries grew 23% year-on-year during the July-August period compared to 4.5% in 2Q20.
304 Views
Asia Short Interest Weekly: Tencent, HSBC, Netease, Kubota, DoCoMo, Kakao, LG Chem, Largan, UMC
The Asia Short Interest weekly looks at moves in market wide short interest and highlights movements in stock specific short interest across Hong...
356 Views