Askul - The Business Is Bouncing Back
On 16th February Askul suffered a huge fire at its most modern distribution centre in Saitama, which serviced B to B in the Tokyo area as well as...
258 Views
Yahoo Japan - Delivery Service Primer
Yahoo Japan Corp (4689 JP) is one of our focus stocks for 2017 - as well as being attractive in its own right, it is also a way to play the...
389 Views
I'm Back with New and Hopefully Better Thoughts (Japanese Automotive Industry)
I am back to the research space after 5 years of field work. Over 15 years' sell side experience was not sufficient on a real...
2k Views
Trump Victory Brings Uncertainty to Auto Sector Around U.S. Trade Agreements
Many automotive stocks declined on the morning of Nov. 9 on fear of a Donald Trump presidency. We think selling for now is due to massive...
771 Views
Japanese Policy Measures Likely to Be Ramped up Ahead of July Elections
* The BoJ's move to negative rates failed to calm markets and may have exacerbated the sell-off* There are however strong reasons for expecting...
362 Views