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
Supported by Its Home-Care and Human Healthcare Businesses, Kao Stands to Deliver High ROICs.
We believe Kao has built up a wide moat in its home market of Japan, particularly around its home-care (24% of sales) and human healthcare (19% of...
242 Views
Robust Growth on Human Health Care Business More than Offset Kao's Beauty Care Business in 3Q
Wide-moat Kao’s strong brand power in the diaper and home-care business further fueled its 11% sales growth in human health care business (18% of...
196 Views
China Consumers - Chinese Prefer Japanese Diapers - We Go Shopping to Find Out
China has the highest level of consumer confidence in the world. China disposable income up 7.3% YoY. China napkins and diaper segments grew 11%...
477 Views
Kao's Diaper Business Sees Stronger Growth in Emerging Asia, Raise FVE to JPY 7,900
Wide-moat Kao’s human health care business, which sells diapers and sanitary napkins, delivered 4 percentage point higher sales growth (16.7% year...
256 Views