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...
380 Views
Hengan: 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?...
309 Views
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...
628 Views
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...
271 Views
The BOJ's Ongoing ETF Impact - Is a Nikkei 225 Reshuffle in the Cards?
Just over six months ago, a breathless article on Bloomberg noted that according to their calculations, the BOJ owned 71% of the ETFs in the...
1.8k Views