Japan's Department Stores: Radical Contraction Still to Come if Sector Is to Survive
Japan's department stores are in trouble and were well before the pandemic but their outlook is much worse now. Major changes are required, not...
356 Views
JR West (9021 JP) Offering - Supply Vs Yutai+Passive Demand
JR West surprised the market with an equity offering last Wednesday. It is JPY 260bn or so at current price and represents more than 20% EPS...
373 Views
Asia Shorts: CGS, CTF, ASM Pac, PCCW, KyushuRail, Marui, HMM, Doosan, LG Chem, HMC, Yang Ming
The Insight looks at large short interest movements across HK, Japan, Korea and Taiwan stocks and highlights large increases/decreases in shorts to...
197 Views
Asia Shorts: Sunny Optic, CMB, Ping An, 7&I, Keihan, Celltrion, Shinpoong, KCC, China Steel, Novatek
The Insight looks at large short interest movements across HK, Japan, Korea and Taiwan stocks and highlights large increases/decreases in shorts to...
337 Views
🇯🇵 JAPAN • Results & Revisions 03/29 - Arcland, Organo & Keihan
Of Monday's three results, Arcland Sakamoto (9842 JP) stands out but is driven by the LIXIL VIVA acquisition. The FY22 forecasts are conservative...
202 Views