Kose Corp(4922 JP): Overseas Segment & Lower Exposure to Tourism Lays Foundation for Steady Growth
Overview Kose Corp (4922 JP) is the third largest cosmetics company in Japan after Kao Corp (4452 JP) and Shiseido Co Ltd (4911 JP). But unlike...
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Kao Corp: Takes a Gamble With Leaner Cosmetic Line & Alternative Sales Channels To Further Growth
Kao Corp (4452 JP) is at a crossroads where it must look to alternate channels and regions to continue its growth. Unlike peers like Shiseido and...
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JAPAN PASSIVE: The Nikkei 225 Baskets if BOJ Changes
Last week in JAPAN PASSIVE: BOJ Heading For Trouble with Nikkei 225 I discussed the BOJ's past and current ETF purchasing selection, ownership,...
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JAPAN PASSIVE: BOJ Heading For Trouble with Nikkei 225
The last couple of weeks have seen stories carried in the media about the impact of the BOJ in its equity index ETF buying program. Some of these...
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MTG: Strong Open, Bullish Market, but Valuations Make Us Inclined to Look for Exit Point
Chacko Jacob was initially negative on MTG due to a business model with questionable sustainability but eventually recommended subscribing due to...
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