Japan Specialist

Mark Chadwick

Over 20 years experience in equities and asset management in Asia and Japan. Qualified CFA with experience analyzing companies as a buy-side analyst. In-depth knowledge of company fundamental analysis, corporate governance and valuations.

Shiseido (4911 JP) | Q2 Results Will Make Analysts Blush

Equity Bottom-Up

<ul>
<li>We turn Bullish on Shiseido. The market has now digested the weak results for 2022 and can look to a recovery over the next year</li>
<li>Recent commentary from Estee Lauder's CEO suggest that China is recovering and that the outlook is bright</li>
<li>Shiseido is one of the key beneficiaries as Japan re-opens its borders to foreign travellers</li>
</ul>


We turn Bullish on Shiseido. The market has now digested the weak results for 2022 and can look to a recovery over the next year
Recent commentary from Estee Lauder's CEO suggest that China is recovering and that the outlook is bright
Shiseido is one of the key beneficiaries as Japan re-opens its borders to foreign travellers


Shiseido Company

Shiseido (4911 JP) | Wrinkle Free