Primer: Onward Holdings (8016 JP) - Aug 2026
Onward Holdings is successfully executing a strategic transformation, reducing its reliance on declining department store channels and shifting...
112 Views
Onward: A Benchmark for Fashion Modernisation
Onward's transformation shows the power of tough decisions in shifting sales away from department stores and towards new ideas, leading to record...
119 Views
JAPAN ACTIVISM: Strategic Capital Target Daido (3205) Now A Murakami Target Too
Daidoh was targeted by activist Strategic Capital for 18mos. They bought to 32% and this past AGM "won" small. Murakami-san has joined the fight...
895 Views
TSI (3608 JP) And World (3612 JP) To Merge: Broadly Fair Terms for TSI, but Value Left on the Table
TSI and World merge into INFINITY UNITED at 0.8x (4% premium). Terms are broadly fair to TSI; votes should pass. Long TSI/short 0.8 World yields...
15 Views
Onward Holdings (8016 JP): Full-year FY02/26 flash update
Onward Holdings reported sales of JPY236.8bn (+13.6% YoY) and operating profit of JPY11.6bn (+14.3% YoY). The company forecasts sales of...
169 Views