Japan : Q2 Sector & Company Performance Review
DOMESTIC DEFENSIVE SECTORS ▲ GLOBAL CYCLICAL SECTORS ▼ - The Q1 trend shift away from global cyclical sectors accelerated in the second quarter...
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Amazon Fresh Forces Catch-Up Scramble in Online Food Retailing in Japan
Amazon Fresh is now a year old in Japan, and to mark its anniversary Amazon (AMZN US) added new links to recipe apps and continues to expand its...
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The Week That Was In North Asia@Smartkarma: A Week of Cancellations & Baby Come Back
This past week was one of cancellations, highlighted by Trump cancelling his meeting with Kim Jong-Un and the Hyundai Motor Group cancelling the...
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Sector Capsule: Fast Food in Japan
3% current value growth, 2% transaction volume growth and 1% outlet volume growth from 2016 to reach JPY4,986.4 billion, 6.8 billion transactions...
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With 3Q Earnings Pretty Much Done Which Names Are Best / Worst Position for Full-Year End....
With 3Q Earning Season basically done, we looked back to see which names have done well in the first 3Q and are well positioned to beat full-year...
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