E-Commerce in Japan 2017-2022: Relentless Expansion Means Upheaval in Consumer Goods Distribution
E-commerce sales grew just under 10% in 2016 at the most conservative estimate, and we expect double digit growth for at least the next five...
341 Views
Yamada Denki & Best Denki Betrothed - Finally
The consumer electronics retailing business in Japan has long been extremely competitive. Time has not been friendly to these businesses as margins...
643 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
BIC Remains Oversold, 8/17 Forecasts Are Conservative and the Valuation Is Hardly Demanding.
As a leading Japanese electrical retailer with large shops in prime central sites, BIC has benefited from the influx of tourism into Japan. The...
386 Views