Japanese Equity Specialist, Ortus Advisors

Andrew Jackson

Japanese Equity Specialist

Ortus Advisors

Thematic (Sector/Industry)

<ul>
<li>MSFT cancelling leases for AI DC capacity sending semi-cap sharply lower.</li>
<li>Western Digital dropping after finalizing the split of its HDD and Sandisk businesses.</li>
<li>Japan trading houses will be a bright spot after Buffet's letter signals more buying.</li>
</ul>


MSFT cancelling leases for AI DC capacity sending semi-cap sharply lower.
Western Digital dropping after finalizing the split of its HDD and Sandisk businesses.
Japan trading houses will be a bright spot after Buffet's letter signals more buying.


Japan Morning Connection: 2-Days of Tech Weakness to Price in Will Be a Rough Start for Japan

Expert on Japan Retail and Consumer Markets, JapanConsuming

Michael Causton

Expert on Japan Retail and Consumer Markets

Real Insight on Japanese Consumer Markets

JapanConsuming

JapanConsuming is a specialist research firm producing intelligence on Japanese retail and consumer markets. Founded in 2000, JapanConsuming has become the leading provider of insights on Japanese retailers and consumer trends to retailers, brands, government agencies and investors. As well as a highly regarded monthly report on the market, JapanConsuming produces in-depth reports on retail sectors, seminars on key trends and telephone consulting to investors on trends and retailers.

JapanConsuming was founded by Michael Causton and Roy Larke. 

Equity Bottom-Up

<ul>
<li>World may finally have found the key to real growth after years of trying to build a fashion retail business in shopping centres, but with limited success.</li>
<li>The big problem was that it didn’t have the supply chain skills to compete with the big retailers like Uniqlo and Adastria.</li>
<li>Buying the supplier that helped grow those same chains means World now has a real chance to enter the big leagues.</li>
</ul>


World may finally have found the key to real growth after years of trying to build a fashion retail business in shopping centres, but with limited success.
The big problem was that it didn’t have the supply chain skills to compete with the big retailers like Uniqlo and Adastria.
Buying the supplier that helped grow those same chains means World now has a real chance to enter the big leagues.


Event-Driven

<ul>
<li>Seven Eleven's future usually gets outlined as: Japan ex-growth and only growth is overseas. This is wrong. While the CVS sector is saturated, Seven Eleven itself has not reached saturation.</li>
<li>There are major areas of growth, both territorially and new offshoot businesses.  Seven is already 32% more efficient than Lawson but more to come.</li>
<li>Here we take a deep dive into the state of CVS retailing in Japan and how Seven Eleven does, and will, fit into this – and how it will grow.</li>
</ul>


Seven Eleven's future usually gets outlined as: Japan ex-growth and only growth is overseas. This is wrong. While the CVS sector is saturated, Seven Eleven itself has not reached saturation.
There are major areas of growth, both territorially and new offshoot businesses.  Seven is already 32% more efficient than Lawson but more to come.
Here we take a deep dive into the state of CVS retailing in Japan and how Seven Eleven does, and will, fit into this – and how it will grow.


Even in Japan, Significant Growth Potential for Seven Eleven and Other CVS

<ul>
<li>TSI Holdings long managed to get away with half-hearted reforms because it was so rich.</li>
<li>Operating losses in 1H2024 and falls in sales at key brands have spurred the company to finally take real action, the last of the big apparel firms to do so.</li>
<li>The good news is that the business is so bulging with inefficiencies that it won't take much to boost income.</li>
</ul>


TSI Holdings long managed to get away with half-hearted reforms because it was so rich.
Operating losses in 1H2024 and falls in sales at key brands have spurred the company to finally take real action, the last of the big apparel firms to do so.
The good news is that the business is so bulging with inefficiencies that it won't take much to boost income.


TSI to Cull Brands and 20% of Staff and Deliver Real Profits – Finally

<ul>
<li>Goldwin has big plans for both The North Face in the Japanese and Korean markets and for its own brand globally.</li>
<li>But there are worries about saturation for the former in Japan, slowing brand development, and lack of expertise in overseas markets to build its own brand.</li>
<li>Goldwin has had an amazing run but can it build a global brand? If it can, it will feed into high levels of demand for Japan-tech sports brands.</li>
</ul>


Goldwin has big plans for both The North Face in the Japanese and Korean markets and for its own brand globally.
But there are worries about saturation for the former in Japan, slowing brand development, and lack of expertise in overseas markets to build its own brand.
Goldwin has had an amazing run but can it build a global brand? If it can, it will feed into high levels of demand for Japan-tech sports brands.


Goldwin: 50% Growth in 5 Years? Possible but Some Challenges

Japan

MITSUI & CO., LTD. is a general trading company.  The Company has operating groups including Iron and Steel, Non-Ferrous Metals, Machinery, Chemicals, Foods, Energy, Textiles, and General Merchandise.  Mitsui also operates real estate and overseas development projects.

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
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Dividend (Yield)	0.00

Mitsui & Co Ltd (8031 JP)

Japan Morning Connection: 2-Days of Tech Weakness to Price in Will Be a Rough Start for Japan

Semi-cap lower as MSFT cancels leases for AI DC capacity, Western Digital dropping after business spit concerns, Japan trading houses in focus...

Andrew Jackson

World Buys Mitsubishi Clothing Business

World has found the key to growth by acquiring a supplier business owned by Mitsubishi Corp to compete with big retailers like Uniqlo and Adastria.

Michael Causton

Even in Japan, Significant Growth Potential for Seven Eleven and Other CVS

Contrary to popular belief, Seven Eleven in Japan is not saturated and has room for growth both territorially and new ventures. We look at Seven's...

Michael Causton

TSI to Cull Brands and 20% of Staff and Deliver Real Profits – Finally

TSI Holdings finally taking real action after operating losses and sales declines, with potential for easy income boost due to multiple...

Michael Causton

Goldwin: 50% Growth in 5 Years? Possible but Some Challenges

Goldwin aims to further expand The North Face while building a global brand of its own. There is very strong potential but it faces challenges due...

Michael Causton

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Japan Morning Connection: 2-Days of Tech Weakness to Price in Will Be a Rough Start for Japan

​Semi-cap lower as MSFT cancels leases for AI DC capacity, Western Digital dropping after business spit concerns, Japan trading houses in focus...

Andrew Jackson

World Buys Mitsubishi Clothing Business

​World has found the key to growth by acquiring a supplier business owned by Mitsubishi Corp to compete with big retailers like Uniqlo and Adastria.

Michael Causton

Even in Japan, Significant Growth Potential for Seven Eleven and Other CVS

​Contrary to popular belief, Seven Eleven in Japan is not saturated and has room for growth both territorially and new ventures. We look at Seven's...

Michael Causton

TSI to Cull Brands and 20% of Staff and Deliver Real Profits – Finally

​TSI Holdings finally taking real action after operating losses and sales declines, with potential for easy income boost due to multiple...

Michael Causton

Goldwin: 50% Growth in 5 Years? Possible but Some Challenges

​Goldwin aims to further expand The North Face while building a global brand of its own. There is very strong potential but it faces challenges due...

Michael Causton

Semi-cap lower as MSFT cancels leases for AI DC capacity, Western Digital dropping after business spit concerns, Japan trading houses in focus...

World has found the key to growth by acquiring a supplier business owned by Mitsubishi Corp to compete with big retailers like Uniqlo and Adastria.

Contrary to popular belief, Seven Eleven in Japan is not saturated and has room for growth both territorially and new ventures. We look at Seven's...

TSI Holdings finally taking real action after operating losses and sales declines, with potential for easy income boost due to multiple...

Goldwin aims to further expand The North Face while building a global brand of its own. There is very strong potential but it faces challenges due...