bullish

Alternative Data & Japan's Personal Care Companies - An Evolving Weapon For Active Managers?

773 Views19 Sep 2019 09:21
SUMMARY

ALTERNATIVE DATA & JAPAN’S PERSONAL CARE COMPANIES

Source: Japan Analytics, TrueData, Lightstream Research

This Insight will present a unique overview of Japan’s leading Personal Care companies combining:-

  • the ‘quantamental’ analysis of ja research/Japan Analytics,
  • an alternative data set sourced from TrueData and Nikkei POS point-of-sale and credit card transactions made available exclusively to Lightstream Research for this report, and
  • traditional bottom-up analysis based on disclosed financial statements and investor relations materials by Lightstream Research

We consider this blend of quantitative, ‘real-time’ alternative and traditional data to be the active buy side’s best option in combating the tidal wave in favour of passive investing.

In the DETAIL section below, after briefly outlining our conclusions on our sample of leading Japanese Personal Care companies from all three perspectives, we review the history and current usage of alternative data in the fund management industry and provide a 'quantamental' analysis of the Peer Groups and five featured companies.


TABLE OF CONTENTS


PART I - SUMMARY & CONCLUSIONS

RECOMMENDATIONS

ALTERNATIVE DATA SUMMARY

FUNDAMENTAL DATA SUMMARY

QUANTAMENTAL DATA SUMMARY


PART II - ALTERNATIVE DATA

ALTERNATIVE DATA IN THE FUND MANAGEMENT PROCESS

CHALLENGES FOR THE CREATION AND USE OF ALTERNATIVE DATA

THE FUTURE OF ALTERNATIVE DATA IN ASSET MANAGEMENT


PART III - PERSONAL PRODUCTS: QUANTAMENTAL REVIEW


APPENDIX: THE (IM)PRACTICALITIES OF USING ALTERNATIVE DATA


In-depth Insights on Kao Corp (4452 JP),Shiseido Co Ltd (4911 JP), Kose Corp (4922 JP), Fancl Corp (4921 JP) and Pola Orbis Holdings (4927 JP) follow in two companion Smartkarma Originals in this series.

Get started on the Smartkarma Research Network with a complimentary Preview Pass to:
  • Unlock all research summaries
  • Follow top, independent analysts
  • Receive personalised alerts and emails
  • Access Briefings, Analytics, and Events

Upgrade anytime to our paid plans for full-length research, real-time analyst discussions, and more.

Join a thriving community of 45,000+ investors, including the top global asset managers managing over $13trn in assets.

or
Already have an account? Sign In Now
Discussions
(Paid Plans Only)
chart-bar
Logo
Campbell Gunn
'Quantamental' Japan Specialist
LightStream Research
JapanEquitiesQuantitative AnalysisCross Asset Strategy
x