高盛：日本消费品_亚洲投资者访问反馈
高盛证券·2024-10-15 08:49
11 October 2024 | 6:51PM JST Japan Consumer Products: Feedback from visits with Asian investors We met with over 30 institutional investors from Hong Kong and Singapore over five days from October 7-11. Among individual stocks, we noted relatively strong interest in Asahi Group (Buy), Suntory Beverage & Food (SBF, Buy, on APAC Conviction List), Ajinomoto (Buy), two instant noodle makers (Toyo Suisan/Nissin Foods Holdings, both Buy), Yamazaki Baking (Buy), Kikkoman (Neutral), Shiseido (Neutral), Kao (Neutral ...