Smartkarma’s Week that Was in JP/ KR: Donki Uny-Fied, Lots of Lotte, Softbank and Isetan Mitsukoshi
As markets melted down, activity on Smartkarma covering Japan and Korea was quite concentrated as Lotte Holdings (004990 KS) moves to restructure...
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Japan Department Stores 2018: Some Growth Again and Even Real Profits – Part II
Following Part I of our review of Japanese department stores, which provided an overview of the sector by region, product category, the top 30...
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Japan Department Stores 2018: Some Growth Again and Even Real Profits – Part I
Department stores bounced back last year, and in some regions had a party, with sales at stores in Osaka alone up 6.6%. Overall, of course, sales...
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Retail Ranking FY2017-18: Winners and Losers in Japanese Retailing
JapanConsuming’s retail ranking for FY2017 has now been compiled, and the results show that the retail industry enjoyed another extremely good year...
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Japan: Relative Price Score Long Portfolios
RELATIVE PRICE SCORE LONG PORTFOLIOS - Our recent insight Japan: Most Overbought & Most Oversold - The Relative Price Score introduced our...
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