In today’s briefing:
- Last Week in Event SPACE: Nippon Yusen, Takara, Kawasaki Kisen Kaisha, PCCW/HKT, ANZ
- WW Grainger Inc.: What Is Their Biggest Competitive Edge? – Key Drivers
Last Week in Event SPACE: Nippon Yusen, Takara, Kawasaki Kisen Kaisha, PCCW/HKT, ANZ
- This may get squeezy after Nippon Yusen Kk (9101 JP) announced a ¥200bn over 9mos. Do not be short. Be long.
- On an implied stub and simple ratio, Takara Holdings (2531 JP) is trading rich to 60.9%-held Takara Bio Inc (4974 JP).
- Remain bullish Kawasaki Kisen Kaisha (9107 JP) vs TOPIX, especially near-term. But this is a much less exciting and squeeze-able opportunity than before,
WW Grainger Inc.: What Is Their Biggest Competitive Edge? – Key Drivers
- WW Grainger Inc. delivered mixed results for the previous quarter, with revenues below the analyst consensus.
- The quarter finished with daily sales growth.
- Along with the strong top-line growth of WW Grainger, it delivered continued ROIC, robust operating cash flow, and substantial EPS growth.
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