TOPIX Big April Basket 23: 100% Hit Rate for High Conviction Basket; Focus on Surprises Next
There could be around US$450mn of flows and an average of 12 days of ADV to buy for the 13 names which I identify as "surprise" names. I expect...
678 Views
Yodobashi to Become Top 10 Retailer in Sogo Seibu Deal with Fortress
The sale of Sogo Seibu won't make much difference to Seven & I but if the sale to Fortress goes ahead will make Yodobashi Camera into one of...
997 Views
J-Front (3086) | Recent Datapoints Point to High-End Shoppers Loosening the Purse Strings
J-Front Retailing is a beneficiary of COVID normalisation and eventual resumption of inbound tourism. The restructuring and cost cuts bode well for...
419 Views
Kintetsu the Franchisee
Kintetsu looks like another retailer in a failing sector but it is owned by one of the busiest railway operators in the country with great retail...
379 Views
Kintetsu: Hybrid Stores Replace Department Stores as Profits Lift
Kintetsu Dept Store (8244 JP) runs the fifth largest chain in the department store sector and the largest with no presence in Tokyo.Last year, its...
507 Views