Best World (BEST): 1H, License to Sell in China on the 2H, and Relative Value Idea
1H 2018 Result Summary1H 2018 ended as the management informed late last year; a weak revenue contribution from China as they are transitioning...
418 Views
Japan Fortnightly Update: Market PE at ‘Abe-Era’ Low
GOOD RESULTS/WEAK MARKET - It may just be because the ‘Obon’ holidays start next week, but the Japanese equity market has greeted the seventh...
377 Views
Kose Corp(4922 JP): Overseas Segment & Lower Exposure to Tourism Lays Foundation for Steady Growth
Overview Kose Corp (4922 JP) is the third largest cosmetics company in Japan after Kao Corp (4452 JP) and Shiseido Co Ltd (4911 JP). But unlike...
428 Views
Japan Fortnightly Update: Banks to Neutral/Utilities to Negative - Results Momentum Still Slowing
CYCLICAL SECTORS RALLY WITH THE MARKET - Japanese equities have rallied 3.6% over the last two weeks, and the market composite is now flat since...
379 Views
Smartkarma’s Week That Was in JP/KR: Japan Passive & Koreans' Rush to Buy Overseas Stocks
The Japanese stock market continues to outperform the Korean stock market in July. TOPIX is up 2% while KOSPI is down 1.6% this month (as of July...
464 Views