Primer: Tokyu Corp (9005 JP) - Aug 2026
Tokyu Corp's unique Transit-Oriented Development (TOD) model, integrating its railway network with extensive real estate holdings in the...
94 Views
Japan's Shopping Malls: Solid Sales, Little Investment
In-depth review of Japan shopping mall sector: slower growth last year, outlook uncertain due to household budget pressures and huge collapse in...
195 Views
Japan Fashion Retailing: Stores Still Popular and Profit Soars for Some
A major review of Japanese clothing retail markets: the ongoing shakeout benefits large and small chains, but profit growth across the sector is...
505 Views
Japan Shopping Malls: More Proactive and Disciplined Post-Covid
Shopping malls rebound to pre-pandemic levels, prompting optimism for the future as better management drives efficiency. This is an in-depth...
654 Views
Keisei (9009): Airport Expansion Beneficiary
Trading at 13x PER, Keisei trades at a discount to other rail operators including JR East. It is also a long term beneficiary of Narita Airport...
92 Views