Is Shiseido stock a buy right now?

It is improving technically but still carries earnings and governance risk. Valuation is not demanding on sales and book, yet profit quality is weak. Many investors may wait for the 10 Feb results and FY2025 guidance details. Short-term traders can trade levels, while long-term buyers may prefer pullbacks.

What are the key catalysts in February?

The main event is Shiseido earnings on 10 Feb, 15:30 JST, including outlook for FY2025 and any restructuring updates. Watch commentary on China, travel retail, pricing, and inventory. Any color on the Drunk Elephant impairment and brand health could move the shares meaningfully.

How does China affect results?

China is a major driver for premium skincare and travel retail. Recovery has been uneven, and cross-border flows matter for sell-through. Management commentary on Mainland sell-out, Hainan, and tourism trends will shape revenue visibility. Softer China demand usually compresses margins and weighs on valuation.

What technical levels should traders watch?

Near-term support sits around ¥2,520, with the 50-day at ¥2,393 and 200-day at ¥2,451. Resistance is near ¥2,630 and the 52-week high at ¥2,968. Momentum is neutral, but price is stretched above volatility bands, so mean reversion risk is elevated if volume fades.

Global Market Insights

4911.T Stock Today: February 01 Leadership Exit, ¥52B Loss Overhang

ByDanny Kontos February 1, 2026February 1, 2026

Shiseido stock (4911.T) climbed to ¥2,629 (+3.48%) as investors weighed leadership changes and a record ¥52 billion loss outlook. The move came with a day high of ¥2,629.5 on lighter-than-average volume. The next near-term catalyst is Shiseido earnings on 10 Feb, 15:30 JST. The Uotani resignation and a ¥46.8 billion Drunk Elephant impairment keep sentiment fragile, but technicals improved above key moving averages. We break down what today’s action means for JP portfolios.