The Japan Retail Review: Winners and Losers in Japanese Retailing (Part I)
At least until the Covid-19 crisis hit Japan in January, the majority of retailers were gearing up to announce yet another really good year of...
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Japan Retail Review 2019-20 Part II: A Sector by Sector Review of Winners and Losers
At least until the Covid-19 crisis hit Japan in January, the majority of retailers were gearing up to announce yet another really good year of...
400 Views
Familymart: What's Next? And Will Mitsubishi React?
Itochu initiated a buyout for an additional 10% of Familymart shares over the summer. The move is widely seen as Itochu taking full advantage of a...
570 Views
Asia Short Interest Weekly: Alibaba, SMIC, Xiaomi, Kao, Itochu, Seven&I, Netmarble, TSMC, Largan
The Asia Short Interest weekly looks at moves in market wide short interest and highlights movements in stock specific short interest across Hong...
474 Views
A Quick Look at the Buffet Trade and the Most Obvious Follow-Ons
Last week it was revealed that Warren Buffet had taken stakes of about 5% in Japan’s five major trading companies. This comes at a time when the...
760 Views