Winners and Losers in Japanese Retailing in the Next 5-10 Years
In a previous Insight, we detailed the reasons why Japanese consumer markets will face the biggest upheaval in the last 50 years, if not ever. As...
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Japanese Retailing: The Big Disruption – and Opportunity – in the Next 5 Years
Retailing in Japan is about to enter a period of unprecedented change – the biggest disruption in its history. The causes are threefold: population...
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Japanese GMS Chains Need to Differentiate to Survive and Donki (7532 JP) Leads the Way
GMS (General Merchandise Store) chains have a bleak future in Japan – at least if they stick to their current form – and the latest annual results...
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Japan Consumption Trends: Lots of Savings for Good Brands and Retailers to Tap Into
Japanese wages and salaries finally began to rise in 2017, and consumption expenditure picked up in 2018 but, at the same time, consumer confidence...
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Merger Arb Mondays (01 Jun) - Taiyo, Kodensha, Shinko Shoji, Atlas, Qoria, OOh!media, Tourism Hldgs
I summarise the latest spreads and newsflow for the merger arb situations we cover across Hong Kong, Australia, NZ, Singapore, Japan, Indonesia,...
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