Cosmetics & Personal Care Sector (Japan)_ DATA & NEWS_ Supply and prices_ Exports of both cosmetics and sanitary products return to growth. Fri Dec 27 2024
ATTRACTOR·2024-12-30 07:22
As of December 27, the total market cap of the nine companies we cover was down 0.4% from end-November. Their market cap decline is halting in absolute value terms, but they underperformed TOPIX by 4.9ppt. We believe uncertainty over the 2025 business environment is holding sector companies back. Meanwhile, the most recent data point of note is that exports of both cosmetics and sanitary products rose markedly in November. In particular, hygiene product exports to China rose strongly YoY for the second mont ...