Primer: Cookpad Inc (2193 JP) - Aug 2026
Cookpad is undergoing a significant strategic shift, refocusing on its core recipe platform in Japan after a period of unprofitable...
101 Views
Online Food Demand Brings New Ideas and Innovations
E-commerce has less than 3% share of food retailing in Japan but this is about to change and fast. Amazon/Life is leading but Aeon, Rakuten and...
564 Views
Amazon Fresh Forces Catch-Up Scramble in Online Food Retailing in Japan
Amazon Fresh is now a year old in Japan, and to mark its anniversary Amazon (AMZN US) added new links to recipe apps and continues to expand its...
388 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...
2.1k 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...
864 Views