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Shiseido Company (4911 JP)
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274
Analysis
Consumer Staples
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Japan
Shiseido Company, Limited manufactures cosmetic and toiletry products. The Company offers an array of makeup and skin-care products, toiletries, beauty salon, pharmaceuticals, foodstuffs, and fine chemicals.
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bullish
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Shiseido Company
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13 Feb 2023 17:53
Shiseido: Conservative Guidance Is Not a Cause for Concern as Shiseido Almost Always Overdelivers
A lot of optimism was baked in the medium-term plan, but 2023 OP guidance was ¥17.5bn below consensus. Nevertheless, we think that this shouldn’t...
Oshadhi Kumarasiri
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284 Views
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bullish
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Thematic (Sector/Industry)
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09 Feb 2023 06:42
Good Morning Japan |Hawks Re-Emerge + Epic "BARD" Fail Sinks Google; Pan Pac Beat/Subaru Miss
Fed Hawks rhetoric ratches up; ALHABET-7.7% AI fails to impress; . Japan looking to ease restrictions for China Inbound; JAPAN EARNINGS: Pan Pac...
Mark Chadwick
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283 Views
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bearish
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Fancl Corp
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08 Feb 2023 15:39
FANCL: The Flagship FANCL Brand in Trouble
Cosmetics growth being the main reason for Fancl’s lofty FY24 EV/OP of 22.4x, recent trends look quite scary with cosmetics revenue and OP down by...
Oshadhi Kumarasiri
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311 Views
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bullish
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Thematic (Sector/Industry)
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07 Feb 2023 07:07
Good Morning Japan | Spy Balloons?? SPX Holds; Google Responds with BARD; BOJ AMAMIYA Story Refuted!
NKY Fut flat vs Cash; USDJPY 132.63; Govt denies BOJ-Amamiya claim(really !); Son to skip Softban earnings call; Masa Takafumi wins Grammy with...
Mark Chadwick
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285 Views
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bullish
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Thematic (Sector/Industry)
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03 Feb 2023 06:56
Good Morning Japan | SPX Breakout but After-Hours Earnings Sap FOMO; Sony Beat; Pana-Still Deciding
NKY Futs indicate +0.5% but are unlikely to be realised as the damper from earnings after hours in the US likely weighs on sentiment. Apple...
Mark Chadwick
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377 Views
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