JAPAN DELTA IV - Is The GPIF In Buying?
The GPIF is the world's largest pension fund at what was $1.6 trillion-plus at the end of December 2019. The management of the GPIF has made...
550 Views
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...
450 Views
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...
523 Views
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...
555 Views
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...
402 Views