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Steve

Steve
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Consumer Discretionary & Consumer Staples Equity Bottom-Up Thematic (Sector/Industry)
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04 Oct 2024 10:35

China Consumer Plays Listed In Japan

In this insight, we look at three Japan listed China consumer plays, which I have written before. They are Nippon Paint, Saizeriya, and Shiseido.

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bullishSun Art Retail
25 Sep 2024 14:54

Sun Art (6808 HK):  FY24 Unimpressive, But All Eyes On Potential Alibaba Sale

Note increased attention on the name given the Miniso-Yonghui deal. A few points here: 1) Miniso CEO was asked why pick Yonghui and not Sun Art,...

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bullishNongfu Spring
09 Sep 2024 15:30

Nongfu Spring (9633 HK):  Trading At Below 20x Forward PE With 15% NP 3-Year CAGR

​Nongfu Spring's valuation has dropped to 20x forward PE due to negative media coverage of its water business, but its unsweetened tea segment is...

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21 Aug 2024 12:35

JD.com (JD US):  Strong Profitability And Upsized Share Buyback in 2Q24

Two pieces of news: 1) According to public news, Wal-Mart is looking to offload its entire stake (144.5m ADRs) in JD.com at USD24.85 - USD25.85....

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12 Aug 2024 16:25

Nippon Paint (4612 JP):  Stable Execution in 2Q24; Outlook Unchanged

​Nippon Paint saw steady growth in sales and profit in 2Q24, with China driving strong performance. Operating profit target for 2024 was maintained.

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