Keeping It in the Family: Why Familymart Is Worth so Much More to Itochu
Itochu's plans for Familymart are about a lot more than control – it has had effective control for years anyway. There is a much bigger story: the...
932 Views
Fast Retailing: Lowered Guidance Still Unrealistic
The COVID-19 virus has regained momentum in Japan, and especially in Tokyo, with confirmed new daily cases rising to over 200. Fast Retailing...
581 Views
Asia Short Interest Weekly - PingAn, WuXi Bio, Meituan, SMIC, Fast Retail, Sumitomo, Yageo, Genius
The Asia Short Interest weekly looks at moves in market wide short interest and highlights movements in stock specific short interest across Hong...
478 Views
Shimamura to Fix Online Channel but Much More Work Is Needed
Shimamura (8227 JP) has seen sales decline in the past few years after decades of consistent, reliable growth. It has erred and stumbled in its...
508 Views
Shrinking & Shifting Personal Consmpn. WFH - Here to Stay? SG/HK Retail Analysis
With Work-from-Home now gaining wider acceptance and could possibly be part of new normal (post-COVID life), we believe there will be lesser need...
526 Views