FRCOF News and Press, Fast Retailing Co Ltd From 03/21/23

2023-03-21 07:44:55 ET Summary The momentum behind Asia-led growth is considerable. But higher sales have not all translated into profits, at least not the bottom line kind. The stock, which looks fully priced at the moment, provides a good exposure to the fast-growing Asian a...

Inditex is the largest fast-fashion company in the world. The company's revenue has been growing steadily over the past couple of years. I estimate the company to be undervalued by approximately 38%. Lately, I have been focusing on European stocks as the USD has apprecia...

Watching the Afghan government giving way when the Taliban effectively took control of the capital led me to see the parallels with the spectacular fall in the Chinese internet space. While frightening, the crackdowns by Beijing seem to favor the incumbents and facilitate greater cons...

Ryohin Keikaku has a strong franchise with its 'MUJI' brand with a strong market position in Japan and East Asia. Recent trading is robust as business conditions normalize. Continued geographic expansion looks to be the longer term growth driver, although China exposure brings some co...

The following slide deck was published by Fast Retailing Co., Ltd. in conjunction with their 2021 Q2 earnings call. For further details see: Fast Retailing Co., Ltd. 2021 Q2 - Results - Earnings Call Presentation

Greater China looks set to become Fast Retailing's largest market for its UNIQLO business in the next 5 years, improving the sales mix with its high profitability. Online sales constituted only 15% of total revenues in FY8/2020. Growth here will help drive sales volume as well as incr...

The following slide deck was published by Fast Retailing Co., Ltd. in conjunction with their 2021 Q1 earnings call. For further details see: Fast Retailing Co., Ltd. 2021 Q1 - Results - Earnings Call Presentation

Year to date, WTGDXG has outperformed its benchmark-the MSCI ACWI ex-US Index - by more than 800 basis points (bps), thanks to its quality dividend growth tilt. Fundamentals after our rebalance show a significant increase in quality metrics. ROA improves from 8.77% to 10.31%, and ROE ...

The following slide deck was published by Fast Retailing Co., Ltd. in conjunction with their 2020 Q4 earnings call. For further details see: Fast Retailing Co., Ltd. 2020 Q4 - Results - Earnings Call Presentation