Japanese Household Goods Pair Trade: Let The Lion Pounce As The Pigeon Lands
Unicharm Corp (8113 JP)Â , Pigeon and Lion are three closely related companies in the Japanese household products market. Although their core...
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Shrinking & Shifting Personal Consmpn. WFH - Here to Stay? SG/HK Retail Analysis
With Work-from-Home now gaining wider acceptance and could possibly be part of new normal (post-COVID life), we believe there will be lesser need...
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Unicharm Corp (8113 JP): Un'mask'ing a COVID-Proof Consumer Growth Story.
Unicharm Corp (8113 JP) is Japan's leading mask manufacturer and a dominant player across Asia in the personal hygiene care - baby/adult diapers,...
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Pigeon: Domestic Business Growth Slows Down but Remains a Cash Cow
This is the Final of a series of reports on Pigeon Corp and in this insight, we will be taking a close look at the company’s Domestic Baby and...
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Pigeon’s China Business to Grow Driven Mainly by Expanding into Tier 3 Cities and Below
This is the SECOND of a series of reports on Pigeon Corp (7956 JP) and in this insight, we will be taking a closer look at the company’s China...
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