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)

<h2>Headlines</h2><ul><li>Chocolate confectionery current value sales rise by 5% to reach JPY555 billion in 2017</li><li>The health benefits of cacao continue to attract consumers in Japan</li><li>Tablet continues to lead growth in 2017, with current value sales rising by 8%</li><li>Average current unit prices increase by 2% in 2017 due to the premiumisation trend</li><li>Meiji continues to lead sales and is set to post a value share of 13% in 2017</li><li>Chocolate confectionery is expected to post a value CAGR of 3% at constant 2017 prices over the forecast period, with sales reaching JPY646 billion in 2022</li></ul>

HeadlinesChocolate confectionery current value sales rise by 5% to reach JPY555 billion in 2017The health benefits of cacao continue to attract consumers in JapanTablet continues to lead growth in 2017, with current value sales rising by 8%Average current unit prices increase by 2% in 2017 due to the premiumisation trendMeiji continues to lead sales and is set to post a value share of 13% in 2017Chocolate confectionery is expected to post a value CAGR of 3% at constant 2017 prices over the forecast period, with sales reaching JPY646 billion in 2022

Sector Capsule: Chocolate Confectionery in Japan

<p>Bread, cakes and pastries in Thailand is expected to be a THB30 billion market in 2017 after recording a healthy CAGR of 8% over 2012-2017. Time pressures are a significant factor for consumers seeking convenient yet satiating alternatives for both snacking and meals.</p>

Bread, cakes and pastries in Thailand is expected to be a THB30 billion market in 2017 after recording a healthy CAGR of 8% over 2012-2017. Time pressures are a significant factor for consumers seeking convenient yet satiating alternatives for both snacking and meals.

Trends in Baked Goods and Biscuits in Thailand

<h2><span lang="EN-US">Headlines</span></h2><ul>
<li>Better for you packaged food sees 3% value growth to reach JPY344.4 billion in 2016</li>
<li>Increased health awareness drives sales</li>
<li>Reduced sugar spreads excl honey continues to see double-digit value growth in 2016</li>
<li>Kewpie Corp remains the leader in better for you packaged food with an 11% value share in 2016</li>
<li>Better for you packaged food is expected to have a CAGR of 2% at constant 2016 prices over the forecast period</li>
</ul><figure class="editor-figure mceNonEditable"><img src="https://static-prod.smartkarma.com/images/media/000/026/157/original/market%20size%20better%20for%20you%20packaged%20food%20japan%2011-16.png?1494919317" class="editor-image img-responsive" data-smartkarma-image-id="26157"></figure><h2>Competitive Landscape</h2><ul><li>Kewpie Corp leads better for you packaged food with an 11%…</li></ul>

Headlines
Better for you packaged food sees 3% value growth to reach JPY344.4 billion in 2016
Increased health awareness drives sales
Reduced sugar spreads excl honey continues to see double-digit value growth in 2016
Kewpie Corp remains the leader in better for you packaged food with an 11% value share in 2016
Better for you packaged food is expected to have a CAGR of 2% at constant 2016 prices over the forecast period
Competitive LandscapeKewpie Corp leads better for you packaged food with an 11%…

Sector Capsule: Better for You Packaged Food in Japan

Fintech, Real-time Big-Data Analytics Provider, Nowcast, Inc.

Ryota Hayashi

Fintech, Real-time Big-Data Analytics Provider

Nowcast, Inc.

We at Nowcast develop "Big-Data Economic Analytics Platforms".  We aim to revolutionize the financial markets by providing "accurate" and "real-time" analytics based on economic indicators and corporate activity data procured worldwide. 

Our Main Services

(1) Real-time Analytics
With our Nikkei CPI Now Index at our core, we provide real time analytics of global economic indicators such as POS Data. By utilizing Big-Data technology, we also provide real-time analytics of micro level data such as corporate earnings. 

(2) Big-Data Application Consulting
We too provide business consultation and conduct joint research on initiatives that strive to use data, such as from the operation capacity of construction machinery to number of passengers on railroad trains, as economic indicators. We provide continuous support to Data Scientists specialized in economics in their proposal stage, product development and up till its business development. 

(3) Monetary Policy Insights
With the proactive involvement of and support from from academicians in macroeconomics & key figures in the financial industry, we produce reports, conduct seminars and meetings that discuss about the forecast of financial markets, provide intellectual suggestions on asset allocation, etc. 

Macroeconomics

<ul class="ember-tether-target ember-tether-element-attached-top ember-tether-element-attached-left ember-tether-target-attached-top ember-tether-target-attached-right"><li><strong>"Nikkei CPINow" </strong>is a statistical database produced by Nowcast Inc. that provides real-time economic statistics using so-called “big data” gathered on a real-time basis; making it possible to “nowcast” economic developments, that is, to gauge them almost in real time.</li><li>Nikkei CPINow was launched in January 2016, disseminating the new “CPINow” price indeces, which succeeds and improves upon the Nikkei UTokyo Daily Price Index.</li><li>This December 2016 Review looks into analyzing the current developments in Japan's economy based on The Nikkei CPINow<strong> S index </strong>&amp;<strong> T index.</strong></li></ul>

"Nikkei CPINow" is a statistical database produced by Nowcast Inc. that provides real-time economic statistics using so-called “big data” gathered on a real-time basis; making it possible to “nowcast” economic developments, that is, to gauge them almost in real time.Nikkei CPINow was launched in January 2016, disseminating the new “CPINow” price indeces, which succeeds and improves upon the Nikkei UTokyo Daily Price Index.This December 2016 Review looks into analyzing the current developments in Japan's economy based on The Nikkei CPINow S index &amp; T index.

December 2016 Review of Current Developments in Japan's Economy

Japan Specialist

Mark Chadwick

Equity Bottom-Up

SENKO Group Holdings Co., Ltd. / Equity Bottom-Up

<ul>
<li>Dalton Investments, Senko’s largest shareholder at ~10.8%, plans to submit AGM proposals to address value dilution from poor non-core diversification, weak capital allocation, and governance issues.</li>
<li>Dalton and NAVF, holding ~11% of Ezaki Glico, saw their AGM proposals for better capital efficiency defeated despite ~30% support for director elections and rising shareholder backing.</li>
<li>Rheos Capital disclosed a 5.2% stake in DMG Mori without signalling activist intentions, suggesting a passive investment rather than an engagement campaign.</li>
</ul>


Dalton Investments, Senko’s largest shareholder at ~10.8%, plans to submit AGM proposals to address value dilution from poor non-core diversification, weak capital allocation, and governance issues.
Dalton and NAVF, holding ~11% of Ezaki Glico, saw their AGM proposals for better capital efficiency defeated despite ~30% support for director elections and rising shareholder backing.
Rheos Capital disclosed a 5.2% stake in DMG Mori without signalling activist intentions, suggesting a passive investment rather than an engagement campaign.


Japan Activism Briefs | Senko, Ezaki Glico, DMG Mori

Japan

EZAKI GLICO CO., LTD. produces and sells confections including chocolate snacks, candy bars, cookies, and chilled desserts.  The Company also produces prepared foods such as retort pouches and curry powders.

Price Gauge
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Ezaki Glico (2206 JP)

Sector Capsule: Chocolate Confectionery in Japan

Headlines Chocolate confectionery current value sales rise by 5% to reach JPY555 billion in 2017 The health benefits of cacao continue to attract...

Euromonitor International Ltd.

Trends in Baked Goods and Biscuits in Thailand

Bread, cakes and pastries in Thailand is expected to be a THB30 billion market in 2017 after recording a healthy CAGR of 8% over 2012-2017. Time...

Euromonitor International Ltd.

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...

Euromonitor International Ltd.

December 2016 Review of Current Developments in Japan's Economy

"Nikkei CPINow" is a statistical database produced by Nowcast Inc. that provides real-time economic statistics using so-called “big data”...

Nowcast, Inc.

Japan Activism Briefs | Senko, Ezaki Glico, DMG Mori

Dalton Investments seeks to address value dilution and governance issues at Senko, while Rheos Capital takes a passive approach with a stake in...

Mark Chadwick

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Sector Capsule: Chocolate Confectionery in Japan

Headlines Chocolate confectionery current value sales rise by 5% to reach JPY555 billion in 2017 The health benefits of cacao continue to attract...

Euromonitor International Ltd.

Trends in Baked Goods and Biscuits in Thailand

Bread, cakes and pastries in Thailand is expected to be a THB30 billion market in 2017 after recording a healthy CAGR of 8% over 2012-2017. Time...

Euromonitor International Ltd.

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...

Euromonitor International Ltd.

December 2016 Review of Current Developments in Japan's Economy

"Nikkei CPINow" is a statistical database produced by Nowcast Inc. that provides real-time economic statistics using so-called “big data”...

Nowcast, Inc.

Japan Activism Briefs | Senko, Ezaki Glico, DMG Mori

​Dalton Investments seeks to address value dilution and governance issues at Senko, while Rheos Capital takes a passive approach with a stake in...

Mark Chadwick

Dalton Investments seeks to address value dilution and governance issues at Senko, while Rheos Capital takes a passive approach with a stake in...