Giant Biogene Pre-IPO - Thoughts on Valuation
Giant Biogene Holding (GBH HK) aims to raise around US$500m in its Hong Kong IPO. In this note, we talk about valuations.
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Japanese Cosmetics: Trading Around Q3 Earnings
The latest rally in Japanese cosmetics, driven by improving domestic market conditions has strangely avoided two of the big names in the market,...
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Shiseido: Drunk Elephant Seems an $845m Write-Off
The #barewithus🐘 movement, rarely gets any new selfies posted and the Drunk Elephant Instagram page follower growth is now around less than 1/4th...
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Japan Tourism | 3 Stocks to Buy for Open Borders
Japan has been slow to reopen its borders post COVID. Under pressure to stimulate the economy, Kishida has committed to lifting the cap on...
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Shiseido (4911 JP) | Wrinkle Free
Shiseido is one of the key beneficiaries as Japan re-opens its borders to foreign travellers. The market has digested the weak near-term results &...
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