Japanese Drugstores: The Best Retail Bet Japan Has
Japan's drugstore sector has been written off by many leading analysts in the past. They were wrong then and are wrong now. The sector has plenty...
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Japan Retail | 3 Stocks to Buy for Revenge Shopping
We pick three retail stocks - that are trading at a discount to pre-covid levels - and benefit from revenge shopping: Matsukiyo, J Front and Pan...
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Japan Tourism | A Journey of a Thousand Miles Begins with a Single Step
The Japanese policy of opening up its borders to tourists is starting with a single step. But the direction of travel is clearly beneficial to...
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Japan's Governance: About an Article on Matsukiyo Cococala & Co.
The Nikkei Shimbun published an article titled "Matsukyo Cococala & Co. 6 Months After Inauguration, Integration Effects Begin Here," and I would...
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MatsukiyoCocokara (3088) | Triple Booster of Merger Synergies, Domestic Recovery, & Tourism
Matsukiyo is already starting to benefit from merger synergies with Cocokara. We see further upside to earnings from a domestic recovery in...
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