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ZOZO Inc (3092 JP)
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304
Analysis
Consumer Discretionary
•
Japan
ZOZO Inc operates internet shopping sites for apparel. The Company also provides communication services relating to apparel such as blogs by fashion moguls and internet chat room for users.
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bullish
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Sony Corp
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25 Jan 2022 17:29
A Belated Look Back at Our 2020 and 2021 Conviction Calls and a Look Ahead to 2022
We take a look back at our conviction calls from 2020 and 2021 to assess performance and put the strong start to our 2022 names in context.
Mio Kato
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246 Views
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bearish
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Fast Retailing
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08 May 2024 05:30
Nikkei 225 Index Rebalance Preview (Sep 2024): Ranking, Capping, Funding & Other Changes
There could be 3 changes for the NKY in September with sector balance determining the inclusions. Fast Retailing will be capped while Tokyo...
Brian Freitas
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440 Views
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bullish
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Thematic (Sector/Industry)
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23 Apr 2024 07:00
Fashion E-Commerce: Physical Stores Grow Faster than Online in Japan
Fashion sector saw a slowdown in online spending post-Covid as shoppers returned to physical stores, impacting overall market growth. Winners in...
Michael Causton
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203 Views
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bearish
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Jade Group
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10 Apr 2024 07:00
Itochu Targets Fashion E-Commerce Via Jade Takeover of Magaseek
Jade Group acquires Magaseek to merge with Locondo, aiming to rival Zozo; Itochu's influence grows using Jade as a proxy for fashion e-commerce...
Michael Causton
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255 Views
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bullish
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Ryohin Keikaku
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08 Apr 2024 18:55
Sep24 Nikkei 225 Rebal - Now 1 ADD, 1 DELETE; Fastie+TEL Still Where the Fun Is
The Sep 2024 Nikkei 225 review now threatens to be 1 small ADD and 1 small DELETE but two-way flow of US$9bn+. The fun is on Fast Retailing and...
Travis Lundy
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527 Views
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