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
Initiating Coverage of Unicharm With JPY 3,500 FVE and Narrow Moat Rating
We initiate coverage of Unicharm Corp (8113 JP), one of the largest personal hygiene manufacturers in Asia, and believe the stock price is...
183 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
AAB International Pre-IPO Review - Stuck with a Dirty Diaper
AAB International Holdings Limited (AAB) is one of the largest manufacturer of baby disposable diapers in China. AAB plans to raise US$300m through...
749 Views