reports
Ford Equity International Rating and Forecast Report
Ford Equity International Research Reports cover 60 countries with over 30,000 stocks traded on international exchanges. A proprietary quantitative system compares each company to its peers on proven measures of business value, growth characteristics, and investor behavior. Ford's three recommendation ratings buy, hold and sell, represent each stock’s return potential relative to its own country market.. The rating reports which are generated each week, include the fundamental details behind...
Impacted by price cuts; tightening capacity may limit growth
​Diapers are Nan Liu’s major growth driver. Changes in China diaper market share among brands have been slightly favorable for Nan Liu, but price competition between brands has likely had a negative impact. We now deem price competition among brands another factor behind price-cuts by clients, other than the impact of lower raw material costs on pricing. We project Nan Liu’s gross profit to rise only 7% YoY this year, despite likely mid-teen digit growth YoY in overall volume; tightening c...
Pricing competition in the China diaper market is a negative
​In the China diaper market, major share gainer Kao has mainly benefited from made-in-JP products that Nan Liu cannot capture, while pricing competition between Unicharm and Kao will likely have a negative impact on Nan Liu. Diapers are the major growth driver for Nan Liu, but pricing competition among brands in China has likely had a negative impact on Nan Liu. We take into account price cuts by clients early this year, in addition to the impact of a fall in raw material prices. Pricing compe...
Unfortunately, this report is not available for the investor type or country you selected.
Report is subscription only.
Thank you, your report is ready.
Thank you, your report is ready.