Japan: Scoring Results & Revisions Summer 2018 - Top and Bottom Companies + Long & Short Portfolios
INTRODUCTION - The second, and final part of our Results and Forecast/Revision Scores review for Summer 2018 will look at the leading and lagging...
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Meiji Holdings--Healthy Food Ops Have Heavy Drug Problems
Meiji Holdings will get slammed by government price cuts on pharmaceuticals in Japan from this April and then begin to see a massive decline in...
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Names Potentially Well Positioned to Beat Year-End Estimates
With a good portion of Japanese companies having already announced 1H results, we looked at the names that are well positioned for the second half....
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Launching Coverage of Calbee With Narrow Moat and Stable Moat Trend Ratings; FVE of JPY 4,350
We initiate coverage of Calbee Inc (2229 JP) with a fair value estimate of JPY 4,350, and assign it narrow moat and stable moat trend ratings. The...
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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...
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