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. 

Thematic (Sector/Industry)

<ul>
<li>After stellar growth in 2020, the e-commerce market grew much slower in 2021 but still outpaced all other channels and set the second highest increase in four years.</li>
<li>At this rate, by 2025 e-commerce should become the largest retail channel, overtaking chain stores.</li>
<li>Japan’s easy access to retail stores means shops aren’t about to disappear anytime soon and Japan will become a model for omnichannel retailing with stores still playing a key role.</li>
</ul>


After stellar growth in 2020, the e-commerce market grew much slower in 2021 but still outpaced all other channels and set the second highest increase in four years.
At this rate, by 2025 e-commerce should become the largest retail channel, overtaking chain stores.
Japan’s easy access to retail stores means shops aren’t about to disappear anytime soon and Japan will become a model for omnichannel retailing with stores still playing a key role.


Japanese E-Commerce Big Review: Still Taking Market Share as Omnichannel Becomes the Norm

Value Investing

Vladimir Dimitrov, CFA

Equity Bottom-Up

<ul>
<li>Oracle's strategy is being acknowledged by one of its major peers - Salesforce.</li>
<li>Oracle does not appear among the top three cloud infrastructure players, but it doesn't need to.</li>
<li>Oracle is expected to deliver another strong quarter, investors should remain focused on the long-term positioning of the business.</li>
</ul>


Oracle's strategy is being acknowledged by one of its major peers - Salesforce.
Oracle does not appear among the top three cloud infrastructure players, but it doesn't need to.
Oracle is expected to deliver another strong quarter, investors should remain focused on the long-term positioning of the business.


APAC IPOs & Placements, Aequitas Research

Ethan Aw

APAC IPOs & Placements

IPOs and Placements coverage across Asia Pacific

Aequitas Research

We cover all listing across the Asia Pacific along with follow-up placements. As of Dec 2020, our team had covered 539 IPOs with a hit rate of 73.5% and 685 placements with a hit rate of 66.8%.

We combine fundamental bottom-up views with our proprietary quantitative framework to provide a holistic coverage across new listings and placements. Our coverage includes pre-IPO notes before the deal is launched, follow-up analysis once the deal is live and post-listing trading analysis as well.

Equity Capital Markets

TVS Supply Chain Solutions / Equity Capital Markets

<ul>
<li>
<a href="https://www.smartkarma.com/entities/tvs-supply-chain-solutions" target="_blank" data-smartkarma-citation="entities:36778:1" rel="noopener">TVS Supply Chain Solutions (1915741D IN)</a> is looking to raise about US$500m in its upcoming India IPO.</li>
<li>TVS SCS is an Indian supply chain logistics solution provider which also has global capabilities and network across the value chain with cross deployment abilities, according to RedSeer. </li>
<li>TVS SCS has seen its revenue grow as both its operating segments registered decent growth during the track record period. However, its profitability might have been a result of COVID-19. </li>
</ul>



TVS Supply Chain Solutions (1915741D IN) is looking to raise about US$500m in its upcoming India IPO.
TVS SCS is an Indian supply chain logistics solution provider which also has global capabilities and network across the value chain with cross deployment abilities, according to RedSeer. 
TVS SCS has seen its revenue grow as both its operating segments registered decent growth during the track record period. However, its profitability might have been a result of COVID-19. 


TVS Supply Chain Solutions Pre-IPO - Profitability Might Have Been COVID-Driven

High Quality Stock Setups, Weekly Stock Bull Finder

Weekly Stock Bull Finder

High Quality Stock Setups

Finding high potential stock setups on quality companies

<ul><li>Stickier For Longer? Inflation continues to be top of mind for the Federal Reserve and investors as recent economic data continues to throw a wrench in the market’s previously perceived Fed plans for them to pause and then cut interest rates in the back half of 2023.</li><li>The Fed has hiked interest rates from almost zero to nearly 5% within the past year in response to inflation running at historic highs, and it expects to lift them even higher in the coming months.</li><li>Meanwhile, Fed speakers continue to move the terminal rate goalposts by signaling 5.5% or thereabouts terminal rates will cause the “immaculate disinflation” as if this magical fed funds interest rate level and only at this level will inflation continue to moderate downward.</li></ul>

Stickier For Longer? Inflation continues to be top of mind for the Federal Reserve and investors as recent economic data continues to throw a wrench in the market’s previously perceived Fed plans for them to pause and then cut interest rates in the back half of 2023.The Fed has hiked interest rates from almost zero to nearly 5% within the past year in response to inflation running at historic highs, and it expects to lift them even higher in the coming months.Meanwhile, Fed speakers continue to move the terminal rate goalposts by signaling 5.5% or thereabouts terminal rates will cause the “immaculate disinflation” as if this magical fed funds interest rate level and only at this level will inflation continue to moderate downward.

Independent research on the U.S. markets, Baptista Research

Baptista Research

Independent research on the U.S. markets

Baptista Research is an independent financial research house focused on the U.S. markets. We provide equity research as well as credit research reports on the top-listed U.S. companies with most of our focus on technology, consumer goods and services, automobiles, industrials, oil and gas, pharma, and healthcare. Our research has served more than 3000 institutional investors including mutual funds, hedge funds, banks, family offices, and various buy-side firms. We operate a research subscription service where institutions, as well as retail investors, can have priority access to all our research. We also have a wide distribution of our research reports across some of the top global financial platforms. Apart from equity research and credit research, we also provide advisory services with respect to mergers & acquisitions (M&A), private equity/ venture capital fundraising, valuation reports, and investment management services for corporates.
Baptista Research is owned and managed by Ishan Majumdar, an ex-Venture Capitalist/ Investment Banker, a Chartered Accountant, and a Masters’ degree holder in Management from HEC Paris. Ishan has nearly a decade of experience in Mergers and Acquisitions, Leveraged Buyouts (LBOs), Venture Capital Investing, Corporate Strategy, and Valuation in front-office roles at the likes of BNP Paribas CIB, Credit Agricole CIB, Groupe Danone, and TIW Private Equity. He has worked on and closed multiple acquisition deals, leveraged buyouts, and start-up investment transactions.

<ul><li>Amazon delivered a mixed result as its worldwide net sales grew by 12% year over year which was above the expectation of Wall Street.</li><li>The company worked hard to secure millions of deals and offer low prices for customers this quarter, including its foremost Prime Early Access Sale and the Thanksgiving.</li><li>In the quarter, Amazon customers spent more on everyday essentials and shifted to lower-priced and value brands in electronics.</li></ul>

Amazon delivered a mixed result as its worldwide net sales grew by 12% year over year which was above the expectation of Wall Street.The company worked hard to secure millions of deals and offer low prices for customers this quarter, including its foremost Prime Early Access Sale and the Thanksgiving.In the quarter, Amazon customers spent more on everyday essentials and shifted to lower-priced and value brands in electronics.

Amazon.com Inc.: Monetizing From Shopify & Other Merchants & Other Drivers

United States

Amazon.com, Inc. is an online retailer that offers a wide range of products. The Company's products include books, music, videotapes, computers, electronics, home and garden, and numerous other products.  Amazon offers personalized shopping services, Web-based credit card payment, and direct shipping to customers.

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Amazon (AMZN US)

The Oracle Playbook Goes Mainstream

Oracle's strategy is being acknowledged by one of its major peers - Salesforce. Oracle does not appear among the top three cloud infrastructure...

Vladimir Dimitrov, CFA

TVS Supply Chain Solutions Pre-IPO - Profitability Might Have Been COVID-Driven

TVS Supply Chain Solutions (1915741D IN) is looking to raise about US$500m in its upcoming India IPO. TVS SCS is an Indian supply chain logistics...

Ethan Aw

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The Fed has hiked interest rates from almost zero to nearly 5% within the past year in response to inflation running at historic highs

Weekly Stock Bull Finder

Amazon.com Inc.: Monetizing From Shopify & Other Merchants & Other Drivers

Amazon delivered a mixed result as its worldwide net sales grew by 12% year over year which was above the expectation of Wall Street. The company...

Baptista Research

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Japanese E-Commerce Big Review: Still Taking Market Share as Omnichannel Becomes the Norm

Japanese e-commerce continues to take more share from other retail channels but Japan is developing a sophisticated omnichannel model where stores...

Michael Causton

The Oracle Playbook Goes Mainstream

Oracle's strategy is being acknowledged by one of its major peers - Salesforce. Oracle does not appear among the top three cloud infrastructure...

Vladimir Dimitrov, CFA

TVS Supply Chain Solutions Pre-IPO - Profitability Might Have Been COVID-Driven

TVS Supply Chain Solutions (1915741D IN) is looking to raise about US$500m in its upcoming India IPO. TVS SCS is an Indian supply chain logistics...

Ethan Aw

Weekly Stock Bullfinder - Week of 2/20

The Fed has hiked interest rates from almost zero to nearly 5% within the past year in response to inflation running at historic highs

Weekly Stock Bull Finder

Amazon.com Inc.: Monetizing From Shopify & Other Merchants & Other Drivers

Amazon delivered a mixed result as its worldwide net sales grew by 12% year over year which was above the expectation of Wall Street. The company...

Baptista Research