Shiseido: A balancing act to reignite growth
China and travel retail is key to reviving the sales and operating leverage of Shiseido. Recent transformation programs present some green shoots for a turnaround next year.
LG Chem: Peak capex transition into a low-carbon era
Anchored by its mature petrochemical business, LG Chem is refueling its growth bets in energy solutions and life sciences. Meanwhile, South Korea corporate reforms can help unlock shareholder value.
Laopu Gold: All that glitters
On a rising tide of national pride and traditional 'chic', Laopu Gold epitomises the high-end aspirations of consumers in China.
Keyence: Robotics the next frontier to conquer
The rapid ascent of AI technology has convinced many that the age of advanced robotics has arrived where AI acts as an accelerator for industrial automation.
Seven & i: Oh Konbini, not an outright rejection
Seven & i’s special committee has made public a letter responding to Alimentation Couche-Tard offer, stating its willingness to consider any proposal in good faith.
LVMH: Going big on little luxuries
Luxury companies are expanding their portfolio into fragrance and beauty products, as seen by the creation of entire new divisions and string of acquisitions lately.
LINE, Yahoo and PayPay: Japan’s SuperApp in the making
With the ambition to create even more value for their users, LYC is looking at ways to bundle services and benefits in a digital ecosystem combining LINE, Yahoo! JAPAN and PayPay.