🇯🇵 JAPAN • Results & Revisions Update 7th May - Yamaha, Misumi, FANCL, Workman, Nintendo
7TH MAY - As we pick up again after the Golden Week holidays, the results and revisions 'reality' will increasingly take over the market narrative....
Japan Consumption Tax Hike: The Impact on Convenience Stores and Cosmetics
After a lengthy delay, Japan has increased its consumption tax from 8% to 10%. The tax hike came into effect from 1st of October 2019. The...
Smartkarma Originals
Alternative Data - An Evolving Weapon for Active Managers (Fancl and Kao)
Positive FANCL and KaoWe analysed the top five Japanese cosmetics companies predominantly focusing on fundamental investment research principles....
Smartkarma Originals