Expert on Japan Retail and Consumer Markets, JapanConsuming

Michael Causton

Expert on Japan Retail and Consumer Markets

Real Insight on Japanese Consumer Markets

JapanConsuming

JapanConsuming is a specialist research firm producing intelligence on Japanese retail and consumer markets. Founded in 2000, JapanConsuming has become the leading provider of insights on Japanese retailers and consumer trends to retailers, brands, government agencies and investors. As well as a highly regarded monthly report on the market, JapanConsuming produces in-depth reports on retail sectors, seminars on key trends and telephone consulting to investors on trends and retailers.

JapanConsuming was founded by Michael Causton and Roy Larke. 

Thematic (Sector/Industry)

JapanConsuming’s retail ranking for FY2017 has now been compiled, and the results show that the retail industry enjoyed another extremely good year in FY2017. 
There are now 79 companies with sales of ¥250 billion or more, including franchise operators and holding companies, and overall sales grew by 4.5%, way ahead of the 1.9% growth in retail sales overall, showing how much the bigger businesses are outperforming the rest of the sector, and how quickly they are eating up market share.
What follows is a comprehensive review of the major developments, focusing on the two key trends of e-commerce and greater group concentration, with an analysis of each of the major format sectors in the ranking.
It’s a long read but provides a complete and concise summary of both winners and losers, and the key trends in the retail sector at the moment.

JapanConsuming’s retail ranking for FY2017 has now been compiled, and the results show that the retail industry enjoyed another extremely good year in FY2017. 
There are now 79 companies with sales of ¥250 billion or more, including franchise operators and holding companies, and overall sales grew by 4.5%, way ahead of the 1.9% growth in retail sales overall, showing how much the bigger businesses are outperforming the rest of the sector, and how quickly they are eating up market share.
What follows is a comprehensive review of the major developments, focusing on the two key trends of e-commerce and greater group concentration, with an analysis of each of the major format sectors in the ranking.
It’s a long read but provides a complete and concise summary of both winners and losers, and the key trends in the retail sector at the moment.

Retail Ranking FY2017-18: Winners and Losers in Japanese Retailing

Doing bespoke work since 2002....., Custom Products Group

Patrick Hansen

Doing bespoke work since 2002.....

Custom Products Group

Custom Products was started 14 years ago at Lehman Brothers by current co-founder Patrick Hansen, CFA. After 3 years at Lehman, Patrick moved the team to Macquarie Securities where Simon Rigney (co-founder) joined. 3 years ago we took Custom Products independent. 

Our core strength can be summed up three words. 1- Customization - we have very little off the shelf products and most work is done on a one on one bespoke basis. 2- Speed - We pride ourselves in our ability to get requests back to the client very quickly. 3- Confidentiality - We do not redistribute. There is no grace period where we wait a week and then mass blast. Any request stops with that client.

We had some inquiries around which Japanese companies had Sales in Korea and which names were correlated the most to KOSPI. In the charts below, we highlight the names that have a "Korea" segment in the geographic segment breakdown. Please note however that the majority of Japanese company will include Korea as part of their overall "Asia" segment. In the charts, the names with 0% of Sales are companies that did have a "Korea" segment, but it was consolidated into an overall "Asia" segment.…

We had some inquiries around which Japanese companies had Sales in Korea and which names were correlated the most to KOSPI. In the charts below, we highlight the names that have a "Korea" segment in the geographic segment breakdown. Please note however that the majority of Japanese company will include Korea as part of their overall "Asia" segment. In the charts, the names with 0% of Sales are companies that did have a "Korea" segment, but it was consolidated into an overall "Asia" segment.…

Japanese Companies Tied to Korea with High Correlations to KOSPI....

Fintech, Real-time Big-Data Analytics Provider, Nowcast, Inc.

Ryota Hayashi

Fintech, Real-time Big-Data Analytics Provider

Nowcast, Inc.

We at Nowcast develop "Big-Data Economic Analytics Platforms".  We aim to revolutionize the financial markets by providing "accurate" and "real-time" analytics based on economic indicators and corporate activity data procured worldwide. 

Our Main Services

(1) Real-time Analytics
With our Nikkei CPI Now Index at our core, we provide real time analytics of global economic indicators such as POS Data. By utilizing Big-Data technology, we also provide real-time analytics of micro level data such as corporate earnings. 

(2) Big-Data Application Consulting
We too provide business consultation and conduct joint research on initiatives that strive to use data, such as from the operation capacity of construction machinery to number of passengers on railroad trains, as economic indicators. We provide continuous support to Data Scientists specialized in economics in their proposal stage, product development and up till its business development. 

(3) Monetary Policy Insights
With the proactive involvement of and support from from academicians in macroeconomics & key figures in the financial industry, we produce reports, conduct seminars and meetings that discuss about the forecast of financial markets, provide intellectual suggestions on asset allocation, etc. 

Macroeconomics

<ul class="ember-tether-target ember-tether-element-attached-top ember-tether-element-attached-left ember-tether-target-attached-top ember-tether-target-attached-right"><li>"Nikkei CPINow" is a statistical database produced by Nowcast Inc. that provides real-time economic statistics using so-called “big data” gathered on a real-time basis; making it possible to “nowcast” economic developments, that is, to gauge them almost in real time.</li><li>Nikkei CPINow was launched in January 2016, disseminating the new “CPINow” price indeces, which succeeds and improves upon the Nikkei UTokyo Daily Price Index.</li><li>This December 2016 Review looks into analyzing the current developments in Japan's economy based on The Nikkei CPINow S index &amp; T index.</li></ul>

"Nikkei CPINow" is a statistical database produced by Nowcast Inc. that provides real-time economic statistics using so-called “big data” gathered on a real-time basis; making it possible to “nowcast” economic developments, that is, to gauge them almost in real time.Nikkei CPINow was launched in January 2016, disseminating the new “CPINow” price indeces, which succeeds and improves upon the Nikkei UTokyo Daily Price Index.This December 2016 Review looks into analyzing the current developments in Japan's economy based on The Nikkei CPINow S index &amp; T index.

December 2016 Review of Current Developments in Japan's Economy

Asia Pac ECM and Index Rebal, Shenton Research

Ke Yan, CFA, FRM

Asia Pac ECM and Index Rebal

Asia Pac IPO & Placement Research, China Biotech

DZT Research

DZT Research is an independent Asia Pacific equity specialist. Our quantitative research covers index rebalancing flows, alongside exchange data analytics accross Asia Pacific. On the equity capital markets side, we focus on Asia Pacific ECM, especially biotech and TMT. Our lead analyst is frequently cited by international media.

Quantitative Analysis

<ul>
<li>We analyzed the changes in margin trading positions of JPX stocks as of Jan 23rd. The aggregated net margin trading position is USD22,549m.</li>
<li>We tabulate league tables for top/bottom net long/short of margin trading by value, net margin buy as multiple of ADT.</li>
<li>We highlight net margin buy/sell changes in Mitsubishi UFJ Financial, Lasertec, Fast Retailing, Kawasaki Heavy Industries, Nichirei, TDK, Advantest, Sony, Sumitomo Pharma, Daiichi Sankyo, Mitsubishi Ufj Financial, Lasertec.</li>
</ul>


We analyzed the changes in margin trading positions of JPX stocks as of Jan 23rd. The aggregated net margin trading position is USD22,549m.
We tabulate league tables for top/bottom net long/short of margin trading by value, net margin buy as multiple of ADT.
We highlight net margin buy/sell changes in Mitsubishi UFJ Financial, Lasertec, Fast Retailing, Kawasaki Heavy Industries, Nichirei, TDK, Advantest, Sony, Sumitomo Pharma, Daiichi Sankyo, Mitsubishi Ufj Financial, Lasertec.


JPX Margin Trading Weekly (Jan 23rd): Mitsubishi UFJ Financial, Lasertec, Fast Retailing

<ul>
<li>We analyzed the changes in margin trading positions of JPX stocks as of Jul 25th. The aggregated net margin trading position is USD15,503m.</li>
<li>We tabulate league tables for top/bottom net long/short of margin trading by value, net margin buy as multiple of ADT.</li>
<li>We highlight net margin buy/sell changes in Mitsubishi Heavy Industries, Fast Retailing, Mitsubishi UFJ Financial, Toyota Motor, Lasertec, Sumitomo Mitsui Financial, Marui, Sanrio, Disco, Kawasaki Heavy Industries.</li>
</ul>


We analyzed the changes in margin trading positions of JPX stocks as of Jul 25th. The aggregated net margin trading position is USD15,503m.
We tabulate league tables for top/bottom net long/short of margin trading by value, net margin buy as multiple of ADT.
We highlight net margin buy/sell changes in Mitsubishi Heavy Industries, Fast Retailing, Mitsubishi UFJ Financial, Toyota Motor, Lasertec, Sumitomo Mitsui Financial, Marui, Sanrio, Disco, Kawasaki Heavy Industries.


JPX Margin Trading Weekly (Jul 25th): Mitsubishi Heavy Industries, Fast Retailing

Japan

MINISTOP CO., LTD. operates convenience stores primarily in the Kanto and the Chubu areas of Japan.  The Company sells fast foods, daily dishes, processed foods, home necessities, and magazines.  Ministop is affiliated with Aeon Co., Ltd.

Price Gauge
52-week Range	0.00 - 0.00
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Ministop Co Ltd (9946 JP)

Retail Ranking FY2017-18: Winners and Losers in Japanese Retailing

JapanConsuming’s retail ranking for FY2017 has now been compiled, and the results show that the retail industry enjoyed another extremely good year...

Michael Causton

Japanese Companies Tied to Korea with High Correlations to KOSPI....

We had some inquiries around which Japanese companies had Sales in Korea and which names were correlated the most to KOSPI. In the charts below, we...

Custom Products Group

December 2016 Review of Current Developments in Japan's Economy

"Nikkei CPINow" is a statistical database produced by Nowcast Inc. that provides real-time economic statistics using so-called “big data”...

Nowcast, Inc.

JPX Margin Trading Weekly (Jan 23rd): Mitsubishi UFJ Financial, Lasertec, Fast Retailing

We analyzed JPX margin trading positions report for the past week and highlighted Mitsubishi UFJ Financial (8306 JP), Lasertec (6920 JP), Fast...

Ke Yan, CFA, FRM

JPX Margin Trading Weekly (Jul 25th): Mitsubishi Heavy Industries, Fast Retailing

We analyzed JPX margin trading positions report for the past week and highlighted Mitsubishi Heavy Industries (7011 JP), Fast Retailing (9983 JP),...

Ke Yan, CFA, FRM

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)