The investment thesis for Shiseido is twofold: a recovering China mainly due to one-off concerns (nuclear wastewater), and a margin recovery story in Japan.
What is covered in the Full Insight:
Company Overview and Result Highlights
Financial Performance Breakdown
Investment Thesis
Operating Profit Margin Comparison
Market Performance and Expected Growth
Boomeranged on Fri, 24 May 2024 09:50
Shiseido is up 5.3% today vs. Nikkei 225 down 1.2%. The reason is probably due to a broker upgrade. I believe a lot of further upside remains. As a reminder, the investment thesis for Shiseido is twofold: a recovering China mainly due to one-off concerns (nuclear wastewater), and a margin recovery story in Japan.
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