Seven Eleven’s New ‘Net Conbini’ to Advance Disruption in Food Retailing
Seven & I (3382 JP) announced the next phase in its omnichannel strategy last month. It will roll out its Seven Net Conbini service across...
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LY Corp's (4689) Plan to Dominate Practically Everything
LY Corp's Agent AI aims to dominate Japan's digital payments industry by replicating Tencent's business model. Stock lags due to one-off...
262 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...
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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...
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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...
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