Shiseido Instigates Key Organisational Reforms: Nasu Factory Going Live From 24th December
The 3Q19 results of Shiseido Co Ltd (4911 JP) were quite poor compared to the high standards the company has set over the last few years. The...
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Korean Consumers’ Boycott of Japanese Products and Travel to Japan in October
It has been more than four months since the political conflict between Japan and South Korea has erupted. In this report, we provide an update on...
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Shiseido 3Q19 Earnings: Guidance Lowered and Cracks in China Growth Story Starting to Appear
Shiseido released its 3rd quarter 2019 results on 7th November 2019. The 3Q19 results were poor from many angles. The company failed to meet both...
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Shiseido 3Q19 Earnings Preview: Quantamental Analysis Points to a Revenue Surprise
Shiseido is set to release 3rd quarter 2019 results on 7th November 2019. In this insight, we look at Shiseido’s chances of outperforming consensus...
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Japan Shorts - Shionogi , Advantest, Alps Alpine Most Shorted
The short notional in the market for the week ended 1 November is US$26.64bn (down by US$180m) with the largest short positions in Itochu Corp...
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