Shiseido (4911) | Makeup for Lost Time: Shiseido's Turnaround Strategy
Shiseido's stock price drop presents a buying opportunity as the company implements a two-year plan to restore profitability, with potential for...
637 Views
Mao Geping Cosmetics IPO - Low to Mid-End Looks Reasonable
Mao Geping Cosmetics is looking to raise up to US$270m in its upcoming Hong Kong IPO. In this note, we take a quick look at valuations.
641 Views
Global Stock Positioning: MSFT Dominates, Mag7 Record U/W, Apple Inflows, Tobacco Uninvestable?
The latest in stock-level investor positioning among over 300 active Global funds. We explore the AI boom, key over/underweights, Tobacco's...
524 Views
FineToday Pre-IPO - The Negatives - Growth and Margins Have Wavered
CVC Capital is aiming to raise over US$500m, via selling some of its stake in FineToday Holdings Co Ltd (289A JP) in Japan. In this note, we talk...
519 Views
FineToday Pre-IPO - The Positives - Established Brands Across Multiple Regions
CVC Capital is aiming to raise over US$500m, via selling some of its stake in FineToday Holdings Co Ltd (289A JP) in Japan. In this note, we talk...
631 Views