🇯🇵 Japan: Moving Average Outliers - AnGes, SanBio, Adastria, AIN, Sumco & Benefit One
- MARKET COMPOSITE - SOUTHBOUND - The upside we anticipated two weeks ago turned out to be only ¥6t before the harsh realities of some weak macro...
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Smartkarma Originals
Zozo: A Shooting Star Shooting Itself in the Foot
The following is an in-depth review of ZOZO (3092 JP)Â covering its core operations and its potential to achieve its stated targets over the next...
2.9k Views
United Arrows(7606 JP): Online Presence Easing Pressure on Dwindling Sales at Retail Stores
United Arrows (7606 JP)Â is a Japanese clothing retailer with 356 stores including 4 in Taiwan. The company was founded in 1989 by former members of...
603 Views
World Co IPO (Pt 2): Floundering Sales Channels Make Pricing at Lower End Expensive Too
World Co Ltd (3612 JP) has decided to set its IPO price at the lower end (JPY 2,900) giving it a market cap of JPY 104bn. World plans to use its...
660 Views
Adastria Falters in Normally Strong 1Q; Turnaround Efforts Continue with Closure of Overseas Stores
In our earlier report, Adastria: Packed the Wrong Clothes for the Journey, we highlighted a number of underlying risks the company is facing and...
355 Views