MS-Japan Index Earning Revision (May): Mitsubishi, Takeda Pharmaceutical, Mitsubishi UFJ Financial
We analyzed MS-Japan's consensus for May 2026 and highlighted changes of EPS in Mitsubishi, Takeda Pharmaceutical, Mitsubishi UFJ Financial, Orix,...
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Loyalty Points In Japan: More Loyalty, More Points and the Conduit to Cashless Payments
Japan has a vast number of competing loyalty programmes and until five years ago Japanese consumers would often have as many as 10 loyalty point...
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Japanese Supermarket Consolidation Likely and Soon
Signs of consolidation in the supermarket sector have come and gone over the past decade, but recent events suggest there will now be a sustained...
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The Week that Was in ASEAN@Smartkarma - Asia's Time, Indo Mini-Marts, and Singapore Property Woes
This week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable insights...
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Seven Eleven, Familymart and Lawson Find New Growth Strategies in Tighter Market
The following is an in-depth review of the big three Japanese convenience store (CVS) players, Seven Eleven (Seven & I Holdings (3382 JP)),...
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