Sector Capsule: Rtd (Ready to Drink) Coffee in Thailand
RTD coffee records 5% off-trade current value and volume growth to reach THB11.9 billion and 168 million litres in 2017 Convenience remains the...
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Sector Capsule: Sports Nutrition in Japan
Sports nutrition current value sales grow by 4% in 2017 to reach JPY25.5 billion Growing participation of Japanese consumers in sporting...
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A Rebound in Growth for Ajinomoto Driven by Recovery of No-Moat Businesses
Narrow-moat Ajinomoto Co Inc (2802 JP)'s second-quarter results improved quarter on quarter, with sales (up 7.5%) largely in line with our estimate...
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Launching Coverage of Ajinomoto With Narrow Moat and Stable Moat Trend Ratings, FVE of JPY 2,500
We initiate coverage of Ajinomoto with a fair value estimate of JPY 2,500, and assign it narrow moat and stable moat trend ratings. Our fair value...
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Sector Capsule: Better for You Packaged Food in Japan
Headlines Better for you packaged food sees 3% value growth to reach JPY344.4 billion in 2016 Increased health awareness drives sales Reduced sugar...
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