Merries Baby Diaper Business: Struggles to Continue Despite Company Remarks a Quick Turnaround
Kao is a well-known Japanese conglomerate involved in various business activities ranging from FMCG products to chemicals. The company operates in...
649 Views
J&J Tenders for Ci:z Holdings
Today after the close, Johnson & Johnson (JNJ US)announced a US$2bn+ deal and Tender Offer to buy the 52% of Ci:z Holdings (4924 JP) not held...
678 Views
Unicharm (8113 JP): High Valuation Overshadows Steady Growth Story
Unicharm Corp (8113 JP) is a Japanese consumer goods company that manufactures hygiene products for adults and infants. The company has a presence...
884 Views
Buy Vinda (3331 HK): New Incentives, Leverage & Margins - Target HK$25.2 (Up 80%+)
In 2017, Vinda introduced a new compensation scheme that specifically targets share price performance. This appears to be part of Essity’s plan to...
437 Views
Sell Hengan (1044 HK): Relationships, Churn & Margin Pressure. Target HK$38 (Down 50%)
We are concerned that Hengan’s governance leaves minorities vulnerable, their accounts create false confidence in credit quality; and that business...
432 Views