Japan : Q2 Sector & Company Performance Review
DOMESTICÂ DEFENSIVE SECTORS â–˛ GLOBAL CYCLICAL SECTORS â–ĽÂ -Â The Q1 trend shift away from global cyclical sectors accelerated in the second quarter...
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Zozo: A ÂĄ700 Billion Business in Three Years. Really?
There is already some good coverage on Start Today (3092 JP) (Zozo) from Chacko Jacob and Mio Kato at Lightstream Research here and here but below...
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Adastria: Packed the Wrong Clothes for the Journey
Company OverviewAdastria Co Ltd (2685 JP) is a Japanese casual fashion chain with 26 brands and 1,500 stores (1,375 in Japan and 125 globally). The...
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Names that Are Hated and Loved by the Street in Japan....
It has been a while since we updated the "Hated by the Street" screen. So we thought it would be good to see which names made the list. Usually we...
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Start Today: We Expect 50% YoY OP Growth This FY; Significant Deceleration Likely Over a Year Away
We fine tune our earnings estimates in anticipation of 1Q earnings and find that even with conservative assumptions FY earnings are likely to beat...
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