Tourism and New Stores Drive Donki's Revenue in 3Q
Don Quijote Holdings Co Ltd (7532 JP) announced their 3Q results yesterday, posting YoY revenue growth of 18.8% while OP growth remained flat. For...
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A Stallion in āDonkiā Clothing?
If you have strolled along Bunkamura-doriĀ in Shibuya recently, it is unlikely that youĀ would have missed the colossal yellow "MEGA" sign on a...
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Fixed Price 100 Yen Shops Bask in Growing Discount Economy in Japan
The continuation of the āGreat Wage Squeezeā in Japan over the past two decades means more households have found it harder to make ends meet.Ā The...
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Most Seasonally Volatile Names and What to Expect in April.....
It has always fascinated me that in Japan price performance can be so seasonal. Take Toyota Motor Corp (7203 JP) for instance, over the last 30...
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Launching Coverage of Don Quijote With Narrow Moat and Stable Moat Trend Ratings; FVE of JPY 5,600
We initiate coverage of Don Quijote Holdings Co Ltd (7532 JP), or Donki, with a fair value estimate of JPY 5,600, and assign it narrow moat and...
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