Izumi Focus on Food and Online Should Improve Margins
Izumi has been one of the few decent performers among GMS retailers in the past five years but now looks under increasing pressure - despite new...
342 Views
Palette: Aeon’s New Hope for the Fast-Growing Discount Sector
Discount retailing is booming in Japan, leaving the big national food retailers vulnerable. Aeon's response is to join in and compete and has...
394 Views
Aeon 2020: A Year of Ups and Downs but a More Profitable Future
Aeon has for long had issues with low margins thanks to its dependence on real estate rents over actual retailing. This is changing and for the...
277 Views
Asia Shorts: BYD, Ping An, Toshiba, Rakus, Aeon, Celltrion, LG Display, SK Chem, Novatek, Yang Ming
The Insight looks at large short interest movements across HK, Japan, Korea and Taiwan stocks and highlights large increases/decreases in shorts to...
527 Views
Japan Drugstores: Growing Leadership in Food, Household, Cosmetics – and the Odd Medicine Too
The Japanese drugstore sector has seen a big merger but there will be more as the sector not only consolidates down to a few leaders but also...
472 Views