Narumiya IPO Preview (Re-Listing): High Exposure to Department Stores Shows Old Habits Die Hard
Narumiya is a Japanese company that specializes in the production and distribution of children’s clothing in Japan. As of February 2018, the...
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Y Ventures Group: A Potential to Double (Part 1)
With a small market cap barely touching SGD 100m, Y Ventures Group (YVEN) might easily be overlooked by fund managers. However, its data-centric...
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Consumption Trends in Japan: Rising Incomes Boosting Retailers but a Lot Going Into Savings Too
Much has been made of gradually rising wages in Japan, and this is indeed good news after 20 years of stagnation and negative growth. But while...
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Rakuten (4755) BUY Ahead of the First Half Results, Out on August 6th.
Last year IFRS operating profit came in at Y40.4bn (+73%) in the first quarter (3/17) and Y68.6bn (+39%) for the first half (6/17). This first...
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Japanese Telcos: Structurally the Most Attractive Wireless Market in the Developed World?
Following a change of analyst, Chris Hoare has taken over coverage of the Japanese telcos. We see Japan as one of the best liquid developed...
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