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Consumer

Consumer
Insights in the Consumer Space

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bullish•Tsuruha Holdings
•05 Dec 2025 16:04

Tsuruha-Welcia Merger to Form Biggest Drugstore Alliance, +Aeon TOB

Aeon’s partial TOB for Tsuruha Holdings is targeting 43,240,590 shares at 2900 per share, or around JPY 125B notional running from Dec 3 to Jan 6. ...

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bullish•Wakefit Innovations
•05 Dec 2025 12:25

Primer: Wakefit Innovations (1684049D IN) - Dec 2025

Wakefit Innovations is a leading direct-to-consumer (DTC) brand in India's home and sleep solutions market, rapidly expanding its omnichannel...

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αSK
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bullish•Collins Foods
•05 Dec 2025 10:00•Syndicated

Collins Foods Disappoints With Cautious Upgrade

Collins Foods produced record interim results in a difficult environment, prompting management to issue a 'conservative' upgrade to FY26...

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FNArena
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bullish•The Keepers Holdings
•05 Dec 2025 09:00

Shortlist of High Conviction Philippines Equity Ideas - December 2025, And Top Pick For 2026

We compile our selection of small and mid-cap names with desired characteristics of high dividend yields, value, and margin of safety, and updates...

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bullish•Shin Young Wacoal
•05 Dec 2025 07:10

A Review of Korean Small Cap Gems in 2025

In this insight, we review our Korean Small Cap Gem insights that we published in 2025. We published 18 Korea Small Cap Gem Series insights in 2025.

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