4911 Shiseido
- Sep 15, 2025
- 1 min read
A major domestic cosmetics company. Positioning China as its second headquarters and actively expanding. Focusing on strengthening its high-end skincare range.
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Some on social media claim former CEO Masahiko Uotani unjustly benefited himself at the expense of Shiseido, by paying big $ to have Accenture work for Shiseido, neglected to nurture a pool of inhouse skilled talent, and later becoming Outside Board Member of Accenture:
https://x.com/tabbata/status/1957608546968990156
Tabloid magazine Facta attributes fall of Shiseido to Uotani:
https://facta.co.jp/article/202509026.html
UK activist Independent Franchise Partners LLP keeps buying, reporting additional position on June 27
AI summary of who this is:
"Independent Franchise Partners LLP is a London-based investment management firm established in 2009, specializing in a "Franchise" investment approach that targets high-quality global equities with strong competitive advantages and attractive valuations for institutional investors. Regulated by the UK's Financial Conduct Authority and registered with the US SEC, it manages over $22 billion in assets across strategies focused on long-term returns through bottom-up fundamental research."
the stock may have just bottomed?
https://x.com/shinpyonkichi/status/1959407917859565613
at 2370 yen/share, 948 bil yen mkt cap vs 180 bil yen net debt
158x per / 1.54x pbr / 1.69% yield