Japan Viewpoint: 食料品消費税率引き下げに関する10の質問

Research evidence excerpt

Japan Viewpoint: 食料品消費税率引き下げに関する10の質問

APR - Consumer カバレッジクラスター

BofA グローバルリサー

投資評価 銘柄 チ・ティッカー Bloomberg シンボル アナリスト

買い

AmorePacific Corp AMRPF 090430 KS Ahyung Cho

Anker Innovations XAIFF 300866 CH Yoyo Pang

Anta Sports ANPDF 2020 HK Lucy Yu

APR XLTDF 278470 KS Ahyung Cho

BGF Retail XWAHF 282330 KS Ahyung Cho

Bosideng BSDGF 3998 HK Lucy Yu

BUD APAC BDWBF 1876 HK Chen Luo, CFA

Busy Ming Group XYBMF 1768 HK Jack Chen

Chacha Food XCCLF 002557 CH Jack Chen

China Pet Foods XDEEF 002891 CH Alice Ma

China Resources Beer (Holdings) Co Ltd CRHKF 291 HK Chen Luo, CFA

Cosmax XCRSF 192820 KS Zoe (Jung-ae) Chun

Dabur India DBUIF DABUR IN Aditya Mathur

DPC Dash Ltd DPCDF 1405 HK Lucy Yu

Eastroc XEBSF 605499 CH Jack Chen

Eastroc ERBGF 9980 HK Jack Chen

Fast Retailing FRCOY FRCOY US 西澤嵐

Godrej Consumer Products XGOCF GCPL IN Aditya Mathur

Guming XGHXF 1364 HK Lucy Yu

Haier Smart Home Co Ltd TTHEF 600690 CH Lucy Yu

Haier Smart Home Co Ltd HRSHF 6690 HK Lucy Yu

Henan Shuanghui Investment & Dev HSUIF 000895 CH Chen Luo, CFA

Jubilant FoodWorks XJUBF JUBI IN Aditya Mathur

Kolmar Korea XKKPF 161890 KS Zoe (Jung-ae) Chun

KT&G KTCIF 033780 KS Ahyung Cho

Kweichow Moutai Co. Ltd. XHJBF 600519 CH Chen Luo, CFA

Leela Palaces Hotels & Resorts XSBLF THELEELA IN Aditya Mathur

Lenskart Solutions XLEMF LENSKART IN Aditya Mathur

Li Ning Co Ltd LNNGF 2331 HK Lucy Yu

Ligao Foods XLFLF 300973 CH Jack Chen

Mao Geping XMGOF 1318 HK Lucy Yu

Marico MAIOF MRCO IN Aditya Mathur

Mengniu Dairy CIADF 2319 HK Chen Luo, CFA

Midea Group MGCOF 300 HK Chen Luo, CFA

Midea Group Co Ltd XMGEF 000333 CH Chen Luo, CFA

New Oriental Education & Technology EDU EDU US Lucy Yu

New Oriental Education & Technology NWOEF 9901 HK Lucy Yu

Nien Made Enterprise XNRBF 8464 TT Yoyo Pang

Nongfu Spring NNFSF 9633 HK Jack Chen