Smartkarma Originals
Kishida as Prime Minister: The Path Ahead
In this original, we have discussed some of the key aspects highlighted in Kishida’s policy statements along with the current status of these...
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FSN E-Commerce (Nykaa) IPO - Beauty Showing Signs of Improvement but Its Too Expensive for Our Taste
FSN E-commerce (Nykaa) aims to raise around US$720m in its Indian IPO. In this note, we will look at the recent updates and valuation.
160 Views
Shiseido: Inbound Demand Could Rebound During The Next Twelve Months
Inbound demand is an extremely important portion of Shiseido’s domestic revenue as it contributed around ¥70.0-80.0bn (around 18% of domestic...
221 Views
Premier Anti-Aging: Up More than 300%, But Remains Undervalued on Fundamentals
Despite its smaller size, we think Premier Anti-Ageing deserves to trade in line with its peers due to its superior growth prospects.
269 Views
Premier Anti-Aging Company: Sitrana & Canadel Can Become Strong Second-Tier Brands
We think Premier Anti-Aging’s Duo brand is there or thereabout being as successful as Kose's DECORTE and Pola Orbis' POLA brands. The company’s...
210 Views