Asia Real Estate Tracker (29-May-2026): Link REIT to keep selling off assets amid income drop.
Link REIT continues divestments amid declining income, while TE Capital and Dash Living buy a Tokyo property, and other notable real estate...
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Asia Real Estate Tracker (28-May-2026): Goodman to develop data centre campus in Greater Tokyo.
Goodman is developing a data center in Greater Tokyo, while Auckland offers a prime site, Tokyu Land buys a hotel in Okinawa, and Hong Kong sees...
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Primer: Mitsui & Co Ltd (8031 JP) - Apr 2026
Mitsui & Co. is a premier Japanese general trading company, or 'sogo shosha', with a highly diversified business portfolio spanning energy,...
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[Japan M&A] Who Owns Who: The Growing Concentration of Power in Japanese Consumer Markets
Consumer distribution has shifted post-2020, with market concentration driven by M&A and MBOs. We identify the leaders of this consolidation,...
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Risks Ahead for Japanese Trading Companies. Marubeni, Mitsui, Sumitomo, Mitsubishi
The investment thesis is starting to work as the reasoning behind the trade is playing out as the Japanese Yen strengthens.
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