Start Today: We Expect 50% YoY OP Growth This FY; Significant Deceleration Likely Over a Year Away
We fine tune our earnings estimates in anticipation of 1Q earnings and find that even with conservative assumptions FY earnings are likely to beat...
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Toray Buys Pacific Textiles Stake from Founder - Possible Lead-In to Partial Offer Next Year?
On Friday, Pacific Textiles Holdings (1382 HK) enjoyed a robust morning session of trade, rising more than it had any other day in the past ten...
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Sector Capsule: Womenswear in Japan
Headlines Marginal current value decline from 2015 to reach JPY3,416.8 billion in 2016 Women's office clothing benefits from growing number of...
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Fast Retailing Is Becoming a Global Brand, but Will Struggle to Compete with Its Global Rivals
Fast Retailing’s major apparel brand, Uniqlo, is well known for its high-quality materials at reasonable prices. The company is replicating its...
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Fast Retailing Shares Expensive, Despite More Positive Outlook for Uniqlo Japan
We left the meeting with Fast Retailing with a more positive outlook on the company’s strategy. We think management is quick to adapt to changes in...
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