Overseas Business Briefing Takeaways

研报英文原文证据摘录

Overseas Business Briefing Takeaways

Japan | Cosmetics, Household & Personal Care

Lion EquityJuneResearch12, 2026

FLASH NOTEOverseas Business Briefing Takeaways

The company’s top priority is the oral healthcare business, where market RATING BUY

wanted to see more quantitative data to be confident on its realization, such PRICE ¥1,676^

as the number of collaborative dentists. Impression is somewhat settled. PRICE TARGET | % TO PT ¥2,100 | +25%

52W HIGH-LOW ¥1,885 - ¥1,438

Short-term impression is Negative: While there may have been expectations for this event, FLOAT (%) | ADV MM (USD) 83.6% | 13.78

now that it has concluded, we think profit-taking appears likely. MARKET CAP ¥463.5B | $2.9B

At 4:00 PM on the 12th June, a hybrid briefing on overseas business strategy was held at TICKER 4912 JP

the company’s headquarters, with top executives including President Takemori and Executive ^Prior trading day's closing price unless otherwise noted.

Vice President Fukuda. Tsuyoshi Ichitani, COO of the Overseas Business Unit, spoke.

Regarding the oral healthcare business—the company’s top priority— with the impression that

there may be expectation in quantitative data, such as the number of dentists, examples of

collaboration with partners, and store locations. The company has acquired an Australian

skincare brand and is now venturing into 'emotional' value (how products make the user feel),

but would like to confirm whether this is an area that US EU competitors have not yet entered.

- How does the company differentiate itself from competitors such as Colgate-Palmolive?

Differences from the past:

The company can leverage the advanced technology cultivated in Japan and its ability to

promote oral hygiene awareness. While the focus has been on functionality in the past,