Yakult: A Digestible Deal Indeed
Yakult was down 6.8% today as it was announced that top shareholder Danon would sell down its 20% stake in the company to approximately 7%,...
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Meiji Holdings--Healthy Food Ops Have Heavy Drug Problems
Meiji Holdings will get slammed by government price cuts on pharmaceuticals in Japan from this April and then begin to see a massive decline in...
369 Views
Global Equity Strategy: Overweight EM
Big-picture technicals offer a compelling outlook for equities -- in the long-run. Despite arguably stretched trends, especially in the U.S. and...
792 Views
Global Equity Strategy: Sector by Sector Overview
Today’s report is international in title, global in coverage. Inside, after reviewing trends in EM, Europe, and Japan--EM looks great, by the way,...
279 Views
DNL: Sticky Customers, Improved Product Mix, Growing Top Line with Increasing Margin
Export has reached a historical high of 25% of total sales on a much-improved product mix that results in a higher gross margin. With some very...
327 Views