ENTITY
Pola Orbis Holdings

Pola Orbis Holdings (4927 JP)

108
Analysis
Consumer StaplesJapan
POLA ORBIS HOLDINGS INC. develops, manufactures and markets cosmetic products, centering in skincare products. Under its multi-brand strategy, the Company holds nine cosmetic brands including POLA, prestige skincare brand, ORBIS, oil-free skincare brand, H2O PLUS and Jurlique.
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04 Sep 2023 17:07

Japanese Cosmetics Ready to Blossom with Asian Visitors

​Japanese cosmetics companies were hesitant to revise their inbound demand projections despite expected increased demand from returning Asian...

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bullishL'Occitane
13 Aug 2023 19:03

L’Occitane (973 HK): Board Updates on the Potential Offer Structure and Price

Reinold Geiger is contemplating a possible transaction through a VGO at a floor offer price of HK$26. The floor price is light if Mr Geiger wants...

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20 May 2023 00:03

Remain Overweight Japan, Europe, & India; Buys in Discretionary and Defensives W/ Japan/Europe Focus

We continue to recommend a tactical overweight to defensives as $ACWI tests the top-end of our anticipated 2023 trading range at $93. Remain...

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bearishFancl Corp
08 Feb 2023 15:39

FANCL: The Flagship FANCL Brand in Trouble

Cosmetics growth being the main reason for Fancl’s lofty FY24 EV/OP of 22.4x, recent trends look quite scary with cosmetics revenue and OP down by...

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bearishKose Corp
02 Nov 2022 17:25

Japanese Cosmetics: Trading Around Q3 Earnings

POla Orbis signalled tough conditions in both local and overseas markets with domestic revenue falling by 1.8% YoY and overseas business affected...

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