Quick Idea: 30% Global Share In Diaper Production Machines – Zuiko (TYO: 6279)

Thinking Points

  • Zuiko accounts for 30+% of global diaper production machine market and 80+% of Japanese market.
  • Emerging economies go from cloth or no diapers to disposable diapers as disposable income increases.
  • Chinese competition puts price pressure on Zuiko, and it doesn’t look like the company has figured out a solution (other than to expand its Shanghai facility).

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