In today’s briefing:
- A Visit to Daiso in Seoul – A Retail Giant Crushing the Competition
- Last Week in Event SPACE: Toyota Indust. Great Eastern, Mayne Pharma, Shibaura Elect., New World
- Nifty 50 Tactical Outlook After RBI’s Steep Rate Cut
- Procter & Gamble (P&G)’s 7
- Viking Holdings Is Quietly Becoming the Hottest Cruise Stock — Why Smart Money Thinks It’s About to Soar!
A Visit to Daiso in Seoul – A Retail Giant Crushing the Competition
- I recently visited Daiso near Seoul Station. Daiso is one of the few off-line stores that has been crushing the competition in Korea in the past several years.
- Amid continued weak economy in Korea in the past several years, Daiso has thrived through its detailed execution of focus on low priced products with highest value to consumers.
- Able C&C (078520 KS) is a prime example a company capitalizing on the strong demand for cosmetic products at Daiso.
Last Week in Event SPACE: Toyota Indust. Great Eastern, Mayne Pharma, Shibaura Elect., New World
- The value realisation of selling cross-holdings should not be contingent on selling your shares to someone else too cheaply but that is exactly what Toyota is proposing here.
- OCBC is doing the right thing. Although a 17.8% bump in terms for Great Eastern Holdings (GE SP)‘s minorities is probably not enough to dislodge Palliser.
- Cosette has lodged a termination notice, which Mayne Pharma (MYX AU) rejects. It’s anyone’s guess whether this saga concludes with a price cut; or Cosette walking.
Nifty 50 Tactical Outlook After RBI’s Steep Rate Cut
- The NIFTY Index rallied after RBI cuts key policy rate by 50 bps to 5.50%(but RBI governor said there is limited policy space from here).
- Inflation forecast was cut to 3.7%; GDP growth forecast retained at 6.5, but Trump’s trade tariffs and the prospect of a global economic slowdown are generating uncertainty.
- The NIFTY was already moving up in the last 2 days and accelerated sharply on Friday. But our model signals that the index is not overbought, it can go higher.
Procter & Gamble (P&G)’s 7
- Procter & Gamble, the global powerhouse behind brands like Tide, Pampers, and Gillette, has announced one of its most significant organizational shake-ups in recent years.
- The company plans to cut 7,000 nonmanufacturing jobs globally—roughly 15% of its non-factory workforce—over the next two years.
- This move is part of a broader noncore restructuring program estimated to cost between $1 billion and $1.6 billion before tax, with about 25% of that in noncash charges.
Viking Holdings Is Quietly Becoming the Hottest Cruise Stock — Why Smart Money Thinks It’s About to Soar!
- Viking recently reported its first-quarter results for 2025, showcasing a solid financial and operational performance.
- The company experienced a 7.1% increase in net yields alongside a 14.9% capacity boost compared to the previous year.
- Total revenue reached nearly $900 million, approximately three times higher than in 2019, reflecting strong demand for Viking’s offerings and the disciplined implementation of its growth strategy.
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