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Equity Analyst, LightStream Research

Chacko Jacob

Equity Analyst

Long-Short Analysis on Japan, Asia and the World

LightStream Research

LightStream conducts quantitatively rigorous and data-driven analysis with a focus on Japan and Asia.

We consistently cover the Tech, Consumer and Industrial sectors, and provide ECM and Events coverage more broadly.

We supplement traditional qualitative insights from company relationships with a robust quantitative foundation that examines as much historical data as is available.
We further refine the accuracy of our insights and calls through the use of alternative data to flesh out current trends, and through a valuation framework that emphasises non-superficial peer group selection and a proper attempt to understand the metrics and changes that have driven security valuations in the past.

Equity Bottom-Up

<h2><strong>Overview</strong></h2>
<p><a href="https://www.smartkarma.com/entities/5718" target="_blank" data-smartkarma-citation="entities:5718:1">Shiseido Co Ltd (4911 JP)</a> is a 145-year-old Japanese company that is estimated to be the fifth largest cosmetics company in the world. Spurred on by strong demand for its products and growing profitability margins, the company’s stock price has surged 2.3x in the last year alone. As part of its mid-term plan, Shiseido aims to grow its topline to JPY 1.2tn by 2020, or a CAGR of 7.5%.</p>
<p>Shiseido currently has a presence in 120 countries including R&amp;D bases in 7 and manufacturing plants in…</p>

Overview
Shiseido Co Ltd (4911 JP) is a 145-year-old Japanese company that is estimated to be the fifth largest cosmetics company in the world. Spurred on by strong demand for its products and growing profitability margins, the company’s stock price has surged 2.3x in the last year alone. As part of its mid-term plan, Shiseido aims to grow its topline to JPY 1.2tn by 2020, or a CAGR of 7.5%.
Shiseido currently has a presence in 120 countries including R&amp;D bases in 7 and manufacturing plants in…

Shiseido: Growth Strategy Focused on East Asian Travellers Liable to Backfire

Shiseido Company

Shiseido: Growth Strategy Focused on East Asian Travellers Liable to Backfire