Japan Cosmetics Pair Trade: Long Kose/Short Shiseido
Since June 2020, the share price performance between Japanese cosmetics companies has diverged rather significantly. Among Japanese cosmetics...
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Japanese Cosmetics Industry Statistics- May 2020: China Recovers While Domestic Demand Deteriorates
Cosmetics is one of the industries, worst hit by the coronavirus pandemic. The industry was struggling for growth even before COVID-19. Due to the...
492 Views
Lion Corp (4912 JP): Clean Care for Consumers, Safe Play for Investors
Lion Corp (4912 JP) 's range of leading personal and home hygiene brands - including popular Kirei Kirei hand wash, Systema oral care products, and...
470 Views
Shrinking & Shifting Personal Consmpn. WFH - Here to Stay? SG/HK Retail Analysis
With Work-from-Home now gaining wider acceptance and could possibly be part of new normal (post-COVID life), we believe there will be lesser need...
526 Views
Kirindo Establishing Drugstore Dominance in Kansai
Kirindo Holdings (3194 JP) is now the dominant drugstore chain in Kansai and this position gives it a base to build further.Over the next three...
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