Making sense of the Global Market, Euromonitor International Ltd.

Yu Mitsuhashi

Making sense of the Global Market

Euromonitor International Ltd.

We are a global market research company focused on industries, countries, economies and consumers worldwide. Our cross-country comparable research helps your organisation identify opportunities and develop growth strategies in countries and regions across the globe. With offices around the world, 1,200 analysts in 100 countries and market research on every key trend and driver, we give you powerful access to the real story behind consumer change.

Thematic (Sector/Industry)

<ul><li>In 2017 baby food increases by 2% in retail current value terms to reach JPY111.4 billion and increases by 1% in retail volume terms to reach 44,000 tonnes</li><li>Despite the declining number of births, prepared baby food and milk formula perform well due to the rising number of working mothers</li><li>Prepared baby food sees the strongest retail current value growth within baby food in 2017, with an increase of 3% to reach JPY23.0 billion</li><li>The average unit price of baby food increases by 1% in current terms in 2017</li><li>Meiji remains the leading player in baby food in Japan in 2017, accounting for a retail value share of 24%</li><li>Baby food in Japan will continue to register growth over the forecast period with a value CAGR of 2% at constant 2017 prices to reach JPY119.8 billion in 2022</li></ul>

In 2017 baby food increases by 2% in retail current value terms to reach JPY111.4 billion and increases by 1% in retail volume terms to reach 44,000 tonnesDespite the declining number of births, prepared baby food and milk formula perform well due to the rising number of working mothersPrepared baby food sees the strongest retail current value growth within baby food in 2017, with an increase of 3% to reach JPY23.0 billionThe average unit price of baby food increases by 1% in current terms in 2017Meiji remains the leading player in baby food in Japan in 2017, accounting for a retail value share of 24%Baby food in Japan will continue to register growth over the forecast period with a value CAGR of 2% at constant 2017 prices to reach JPY119.8 billion in 2022

Technical Analyst, Vermilion Research

Joe Jasper

Technical Analyst

Technical and Quantitative Research

Vermilion Research

Vermilion’s objective is to deliver timely, actionable, and unique technical research to professional investors through the application of our various technical indicators.

Our research strategists seek to highlight securities which we believe are at major inflection points, based on our various technical and quantitative indicators, and offer asymmetric risk/return profiles. Our unique research methodology, centered on relative strength, enables our strategists to deliver superior investment recommendations.

Our process begins by organizing the universe of actively traded stocks into discrete sectors, then into industry groups. We then apply our technical and quantitative tools to identify developing price trends. Once attractive trends are identified within a selected sector or group, we screen for individual stocks which we believe offer the best risk/reward profile. We provide a historical perspective that often reveals, through our long-term charts, how price patterns often repeat themselves over time.

Technical Analysis

MSCI Emerging Markets Index / Technical Analysis

<p>Bullish technicals continue to support our call to overweight EM. We highlight actionable themes, as well as pullback opportunities in Europe, European luxury/apparel, UK homebuilders, EM chemicals, Japanese chemicals, and Japanese tech stocks.</p>

Bullish technicals continue to support our call to overweight EM. We highlight actionable themes, as well as pullback opportunities in Europe, European luxury/apparel, UK homebuilders, EM chemicals, Japanese chemicals, and Japanese tech stocks.

Int'l Compass: Overweight EM; Actionable Themes in Europe and Japan

Japan/Asia Long-Short, LightStream Research

Mio Kato

Japan/Asia Long-Short

Japanese and Asian equity long/short strategies

Uzabase

Specialising in Japanese and Asian equity long/short strategies with a focus on rigorous, but targeted quantitative analysis to temper evaluations of company strategy, potential and vision. At Uzabase, our team of analysts provides coverage of industry dynamics with a local Asian flavour on Speeda, our financial information platform. Going forward we are aiming to channel our focus toward thematic research on emerging industries and company research.

<p>This is the third report of "The Week That Was in North Asia@Smartkarma". This is a collaborative report among <a href="https://www.smartkarma.com/profiles/713" target="_blank" data-smartkarma-citation="accounts:713">Mio Kato, CFA</a>, <a href="https://www.smartkarma.com/profiles/354" target="_blank" data-smartkarma-citation="accounts:354">Sanghyun Park</a>, <a href="https://www.smartkarma.com/profiles/342" target="_blank" data-smartkarma-citation="accounts:342">Douglas Kim</a>, and  <a href="https://www.smartkarma.com/profiles/25" target="_blank" data-smartkarma-citation="accounts:25">Travis Lundy</a>. It is written on a weekly, rotational basis among these four analysts (others are welcome!). The focus of this report is to recap the major insights about Japan and Korea featured on Smartkarma during the past week.</p><h2><strong>Reminders of the Dotcom Bubble, Delayed Filings, Governance Issues and Political Threats... No Wonder North</strong></h2>…

This is the third report of "The Week That Was in North Asia@Smartkarma". This is a collaborative report among Mio Kato, CFA, Sanghyun Park, Douglas Kim, and  Travis Lundy. It is written on a weekly, rotational basis among these four analysts (others are welcome!). The focus of this report is to recap the major insights about Japan and Korea featured on Smartkarma during the past week.Reminders of the Dotcom Bubble, Delayed Filings, Governance Issues and Political Threats... No Wonder North…

The Week That Was in NorthAsia@Smartkarma

Pan-Asia Catalysts/Events, Quiddity Advisors

Travis Lundy

Pan-Asia Catalysts/Events

Quiddity Advisors

<p>This is the second report of "The Week That Was in North Asia@Smartkarma". This is a collaborative report among <a href="https://www.smartkarma.com/profiles/25" target="_blank" data-smartkarma-citation="accounts:25">Travis Lundy</a>, <a href="https://www.smartkarma.com/profiles/713" target="_blank" data-smartkarma-citation="accounts:713">Mio Kato, CFA</a>, <a href="https://www.smartkarma.com/profiles/354" target="_blank" data-smartkarma-citation="accounts:354">Sanghyun Park</a>, and <a href="https://www.smartkarma.com/profiles/342" target="_blank" data-smartkarma-citation="accounts:342">Douglas Kim</a> . It is written on a weekly, rotational basis among these four analysts (others are welcome!). The focus of this report is to recap the major insights about Japan and Korea featured on Smartkarma during the past week. </p><h2>This Week in Japan</h2><p>For the week, TOPIX gained a bit over 1% and small caps did a bit better. The yen weakened…</p>

This is the second report of "The Week That Was in North Asia@Smartkarma". This is a collaborative report among Travis Lundy, Mio Kato, CFA, Sanghyun Park, and Douglas Kim . It is written on a weekly, rotational basis among these four analysts (others are welcome!). The focus of this report is to recap the major insights about Japan and Korea featured on Smartkarma during the past week. This Week in JapanFor the week, TOPIX gained a bit over 1% and small caps did a bit better. The yen weakened…

<p>In this last of a series of articles examining the FashionTech scene in Japan, Euromonitor International looks at companies operating CtoC sales platforms and their impact on the Japanese apparel and footwear market. Please also read the <a href="https://www.smartkarma.com/insights/can-tech-save-the-declining-japanese-apparel-industry-fashiontech-series-1-3" target="_blank">first</a> and <a href="https://www.smartkarma.com/insights/can-tech-save-the-declining-japanese-apparel-industry-fashion-tech-series-2-3" target="_blank">second</a> articles.</p>

In this last of a series of articles examining the FashionTech scene in Japan, Euromonitor International looks at companies operating CtoC sales platforms and their impact on the Japanese apparel and footwear market. Please also read the first and second articles.

Can Tech Save the Declining Japanese Apparel Industry? : FashionTech Series (3/3)

Japan

Asahi Group Holdings, Ltd. produces beer and other beverages including non-alcoholic drinks. The Company sells its products in Japan and overseas.

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Asahi Group Holdings (2502 JP)

Sector Capsule: Baby Food in Japan

In 2017 baby food increases by 2% in retail current value terms to reach JPY111.4 billion and increases by 1% in retail volume terms to reach...

Euromonitor International Ltd.

Int'l Compass: Overweight EM; Actionable Themes in Europe and Japan

Bullish technicals continue to support our call to overweight EM. We highlight actionable themes, as well as pullback opportunities in Europe,...

Vermilion Research

The Week That Was in NorthAsia@Smartkarma

This is the third report of "The Week That Was in North Asia@Smartkarma". This is a collaborative report among Mio Kato, CFA, Sanghyun Park,...

Mio Kato

The Week That Was in NorthAsia@Smartkarma

This is the second report of "The Week That Was in North Asia@Smartkarma". This is a collaborative report among Travis Lundy, Mio Kato, CFA,...

Travis Lundy

Can Tech Save the Declining Japanese Apparel Industry? : FashionTech Series (3/3)

In this last of a series of articles examining the FashionTech scene in Japan, Euromonitor International looks at companies operating CtoC sales...

Euromonitor International Ltd.

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