bullish
Shiseido (4911 JP): 1Q24 Results Beat; Recovery On Track
Steve has highlighted this Insight as a Top Pick
730 Views13 May 2024 11:40
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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Steve Zhou, CFA
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