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Marui Group (8252 JP)
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52
Analysis
Consumer Discretionary
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Japan
MARUI GROUP CO., LTD. operates department stores which sell clothing, accessories, home appliances, and food stuffs. The Company also provides consumer loan services. Marui Group operates in the Tokyo area.
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bullish
•
J Front Retailing
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06 Apr 2022 09:29
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...
Mark Chadwick
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230 Views
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bullish
•
Marui Group
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24 Feb 2022 21:46
Marui: 70% of Tenants to Be Non-Merchandise
Marui gets negative press for being a mall operator in an e-commerce age but as well as a great finance business, it is making its buildings into...
Michael Causton
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268 Views
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bullish
•
NTT (Nippon Telegraph & Telephone)
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27 Dec 2021 22:13
Watch the $1bn Sell-On-Close on NTT (9432) Wednesday
NTT cancelled shares in November. That leads to a TOPIX event selldown at end-December. For NTT it is US$1bn. But NTT remains undeservedly cheap to...
Travis Lundy
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539 Views
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bullish
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Mercari
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24 Dec 2021 20:40
2022 High Conviction – Plenty of Growth Avenues for Mercari, the Apple of CtoC Services
Mercari is much, much more than its CtoC platform and will emerge as a pivotal part of Japan's consumer goods/services/finance distribution system...
Michael Causton
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737 Views
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bullish
•
Thematic (Sector/Industry)
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28 Jul 2021 18:21
Shrinking, Ageing Japan but a Growing Solo Market
Japan's population is contracting but there are areas of growth, particularly the solo market (single people living alone) and the senior market....
Michael Causton
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130 Views
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