Japan Shorts - Big Covering in Consumer Staples
The short notional in the market for the week ended 18 October is US$27.73bn (down by US$0.51bn) with the largest short positions in Itochu Corp...
419 Views
Kao’s Cosmetics Business and Shiseido Likely to Get Sunburns from The Dip in Sunscreen Sales
Over the last five years, sunscreen/UV care products have been a critical driver behind the success of Japanese cosmetic companies. In 2014,...
358 Views
Estee Lauder China Q3 2019 Survey: Accelerating Momentum Aided by Unauthorized ReSeller Transactions
FQ1 2020 Estimates:Based on our offline store checks in mainland China, we see continued sales growth momentum for Estee Lauder Companies Cl A (EL...
344 Views
Shiseido Acquires Drunk Elephant: Strategically Important but Didn’t Come Cheap
Shiseido entered into an agreement to purchase 100% of the outstanding shares of Drunk Elephant Holdings, LLC on 8th of October 2019 for a purchase...
444 Views
Japan Short Interest - Huge Short Covering, but M3 Sees Big New Shorts
The short notional in the market for the week ended 4 October is US$29.49bn (down by US$3.14bn) with the largest short positions in Itochu Corp...
432 Views