🇯🇵 JAPAN • Results & Revisions 18th May - Panasonic, Komatsu, Terumo, Sundrug & The Corona Valley
As this quarter's results and revisions announcements wind down, in the DETAIL below, we shall review Monday's updates:- The balance between...
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Japan Inbound Traffic Down 93% in March but Arrivals Spend and Spend
Inevitably, inbound tourist numbers plummeted in March which meant that spending overall also collapsed. The good news, though, is that those who...
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🇯🇵 JAPAN • Results & Revisions 13th May - Matsumotokiyoshi, Fuji Media, Seino
In the DETAIL below, we shall review the results, revisions and initial forecast announcements made by larger-cap companies yesterday:- The...
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Japanese Drugstores: With Maturity Comes Marriage
The following is an in-depth review of the drugstore sector and the impact of the Cocokara Fine and Matsukiyo merger on other key drugstore stocks,...
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Overweight Global Technology & Industrials
In this report we highlight attractive and actionable themes within developed int’l markets: Technology and Industrials continue to be two of the...
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