Kao Will Continue to Leverage Its Brand Equity in Asia; Raising FVE to JPY 8,800
We believe Kao Corp (4452 JP) has built up a wide moat in its home market of Japan, particularly around its home-care (24% of sales) and human...
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Negative Readthrough from WPP's Outlook Warning for Japanese Advertisers, Global Consumer Tech
At first glance, WPP's (WPP LN) second sales warning of the year is merely a storyline in keeping with the growing âpost-Brexit hangoverâ narrative...
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A Summary of Stock Calls and Actions
It has been slightly over half a year since I joined this community, so here is a brief summary of stock calls that worked and stock calls that...
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If Reckitt Benckiser Buys Mead Johnson Then Is a Home Care Spinoff Next?
Reckitt Benckiser Group (RB) is currently in âadvancedâ talks to buy Mead Johnson Nutrition Co for USD16.7 billion, in a deal that makes little...
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Then & Now: Online Grocery Delivery in the US & SE Asia (Part 1 of 2)
In recent years, in both the US and SE Asia, there have been a number of large, new, well-funded ventures that promise customers a broad selection...
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