Spike in Shorts on Consumer Discretionary and Staples - Fast Retailing, Shiseido, Kao, FamilyMart
The short notional in the market for the data released 10 March is US$24.94bn (up by US$1.92bn excluding FX movements) with the largest short...
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Shiseido 4Q19 Earnings Preview: Results Likely to Be More In Line with Guidance than Consensus
Prior to Shiseido Co Ltd (4911 JP)'s 4Q19 results to be released on 6th February 2020, we analysed, 4th quarter 2019 trade data to help us gauge...
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Coronavirus Fears to Bring Back the Overvalued Japanese Cosmetics to a Deserved Valuation
Mounting fears over the spreading of the coronavirus has set into the global markets. S&P 500 was down 1.0%, FTSE 100 was down 1.2%, Nikkei was...
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FANCL 3QFY20 Alternative Data Earnings Preview: Supplements Weaknesses to Offset Cosmetics Growth
In this insight, we provide a preview into Fancl Corp (4921 JP)’s 3QFY20 results scheduled to be released on 30th January 2020. We discuss the...
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KOSÉ 3QFY20 Alternative Data Earnings Preview: Asia’s Rapid Deceleration Could Cause Panic
In this insight we provide a preview into Kose’s 3QFY20 results scheduled to be released on 31st January 2020. Our approach to forecast quarterly...
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