Giant Biogene Pre-IPO - Thoughts on Valuation
Giant Biogene Holding (GBH HK) aims to raise around US$500m in its Hong Kong IPO. In this note, we talk about valuations.
221 Views
Japanese Cosmetics: Trading Around Q3 Earnings
The latest rally in Japanese cosmetics, driven by improving domestic market conditions has strangely avoided two of the big names in the market,...
226 Views
Shiseido: Drunk Elephant Seems an $845m Write-Off
The #barewithus🐘 movement, rarely gets any new selfies posted and the Drunk Elephant Instagram page follower growth is now around less than 1/4th...
398 Views
Japan Tourism | 3 Stocks to Buy for Open Borders
Japan has been slow to reopen its borders post COVID. Under pressure to stimulate the economy, Kishida has committed to lifting the cap on...
262 Views
Shiseido (4911 JP) | Wrinkle Free
Shiseido is one of the key beneficiaries as Japan re-opens its borders to foreign travellers. The market has digested the weak near-term results &...
271 Views