Shiseido: Outperforms With Relaxation Of China’s COVID Restrictions, Long Term We Are a Bit Cautious
The indication that China is prepared to scrap its strict Zero COVID policy has gotten Shiseido going again after an earnings beat in Q3 saw shares...
347 Views
Shiseido: International Cosmetics Brands Sent Packing by Chinese Rivals
The success of domestic brands in the low-cost cosmetics segment seems to be cascading into mid and high-price segments within the Chinese...
443 Views
Good Morning Japan | Bulls Still in Charge
Good Morning Japan: We strive to provide the very best breaking macro, stock and thematic overnight news that will impact your trading day in...
314 Views
Giant Biogene: Thoughts on First Day Trading
Biogene priced its IPO at the bottom of the range due to lower demand as current market volatility has resulted in lower investor appetite. IPO is...
167 Views
Giant Biogene IPO Trading - Demand Was Relatively Better but Still Weak
Giant Biogene (GB) raised around US$70m by pricing its HK IPO at the low-end. In this note we talk about the trading dynamics.
236 Views