Don Quijote Holdings (7532) Long Term Growth Story
We maintain our BUY on this name. Back in August 2017, we concluded that the shares were certainly note cheap (20x 6/18 earnings) but this would...
450 Views
Visit to Pierrot Shopping in Seoul - Korea's Donki!
We visited Pierrot Shopping store in the Starfield Coex mall in Seoul over this past weekend. Pierrot Shopping is the Korean version of the...
2.3k Views
Smartkarma’s Week That Was in JP/KR: Photo Sessions on Mt. Baektu, Samsung C&T, and Asahi Intecc
In this report, we highlight the key reports on Japan and Korea that have been published on Smartkarma in the past two weeks. We also provided a...
587 Views
Fuyo General Lease Tender For Accretive (8423) - Done Before It Starts
Just under two years ago, Fuyo General Lease (8424 JP) launched a partial tender offer to purchase 51% of Accretive (8423 JP), which at the time...
457 Views
Walmart Launches E-Commerce with Rakuten: The Last Chance to Make It in Japan?
Walmart (WMT US) has worked hard to bring its Japanese subsidiary, Seiyu, around since buying the ailing GMS retailer 16 years ago. While it has...
715 Views