Shiseido: Departing From Cost Discipline or Playing Safe?
Although Shiseido beat consensus OP comprehensively in Q3, the company lowered its full-year revenue and OP guidance citing weaker than expected...
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🇯🇵 JAPAN • Results & Revisions 11/10 - Shiseido, FUJIFILM, Otsuka, Persol
• BEST & WORST • Tuesday's best and worst pairing is Takara Bio (4974 JP) and staffing agency Persol (2181 JP)......................
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The Market Is Yet to Price Fancl’s China Expansion
Fancl’s second-quarter revenue and operating income fell short of consensus estimates by 0.3% and 14.5%, respectively, but 1HFY21 revenue was...
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Japan Cosmetics Pair Trade: Long Fancl/Short Kose
As the earnings season approaches, we suggest that investors consider closing the Long Kose/Short Shiseido trade and reversing the same, but this...
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Toyota – Topping the Nikkei’s ESG Survey and an Indicator of Labour Reform?
Toyota's efforts to reform labour policies bear watching as Japan's change of government and response to COVID's impact on workplaces offer a...
270 Views