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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MTG IPO Preview II: Powered By Celebrities
In our earlier report, we covered MTG Co Ltd (7806 JP) 's product and geographic segments and arrived at an initial conclusion that the company’s...
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Hengan:Â Cheaper than Peers with Amoeba Sales Team Contribution yet to Kick-In
Why would a personal healthcare company with the highest profit margin in a country with a rising urbanization rate trade at a lowervaluation?...
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Trading the BOJ-Nikkei 225 Baskets
One week ago in The BOJ's Ongoing ETF Impact - Is a Nikkei 225 Reshuffle in the Cards? I discussed the BOJ's past and current ETF purchasing...
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Kao Will Continue to Leverage Its Brand Equity in Asia; Raising FVE to JPY 8,800
We believe Kao Corp (4452 JP) has built up a wide moat in its home market of Japan, particularly around its home-care (24% of sales) and human...
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