Japanese Household Goods Pair Trade: Let The Lion Pounce As The Pigeon Lands
Unicharm Corp (8113 JP) , Pigeon and Lion are three closely related companies in the Japanese household products market. Although their core...
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🇯🇵 JAPAN • Stock Picking with 'Peak' EV/OP Multiples - Introducing EV/POP
"Beware of geeks bearing formulas." - Warren Buffett Enterprise Value multiples have become common parlance in the investment world, both...
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🇯🇵 JAPAN • Results & Revisions 26th June
eRESULTS & REVISIONS UPDATE SERIES - After a month's gap, we shall now resume daily coverage of Japan's results, forecasts and revisions...
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Shrinking & Shifting Personal Consmpn. WFH - Here to Stay? SG/HK Retail Analysis
With Work-from-Home now gaining wider acceptance and could possibly be part of new normal (post-COVID life), we believe there will be lesser need...
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Unicharm Corp (8113 JP): Un'mask'ing a COVID-Proof Consumer Growth Story.
Unicharm Corp (8113 JP) is Japan's leading mask manufacturer and a dominant player across Asia in the personal hygiene care - baby/adult diapers,...
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