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INSIGHT PROVIDER
Steve
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Location:
China
Joined:
22 June 2023
113
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Consumer Discretionary & Consumer Staples
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Equity Bottom-Up
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bullish
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Shiseido Company
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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.
Steve
543 Views
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bullish
•
Sun 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,...
Steve
709 Views
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bullish
•
Nongfu 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...
Steve
383 Views
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bullish
•
JD.com Inc (ADR)
•
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....
Steve
696 Views
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bullish
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Nippon Paint Holdings
•
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.
Steve
353 Views
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