Tourism and New Stores Drive Donki's Revenue in 3Q
Don Quijote Holdings Co Ltd (7532 JP) announced their 3Q results yesterday, posting YoY revenue growth of 18.8% while OP growth remained flat. For...
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Mercari Inc: The Hunt for Discounts Gives Birth to a Unicorn - I
Company OverviewIn just three years, Mercari Inc was billed a “Unicorn” – the first and only one in Japan. The company, which was started in...
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A Stallion in “Donki” Clothing?
If you have strolled along Bunkamura-dori in Shibuya recently, it is unlikely that you would have missed the colossal yellow "MEGA" sign on a...
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Last Week in Event SPACE: Fast Retailing, Samsung, Yakult, JCNC, CCASS
Last week, a compendium piece on potential changes to the Nikkei 225, setting the stage for a big short in Fast Retailing Co Ltd (9983 JP); a...
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Trading the BOJ-Nikkei 225 Baskets
One week ago in The BOJ's Ongoing ETF Impact - Is a Nikkei 225 Reshuffle in the Cards? I discussed the BOJ's past and current ETF purchasing...
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