TSI (3608 JP) And World (3612 JP) To Merge: Broadly Fair Terms for TSI, but Value Left on the Table
TSI and World merge into INFINITY UNITED at 0.8x (4% premium). Terms are broadly fair to TSI; votes should pass. Long TSI/short 0.8 World yields...
23 Views
Primer: Tsi Holdings (3608 JP) - Aug 2026
TSI Holdings is undergoing a significant transformation under its "TSI Innovation Program 2027"(TIP27), focusing on structural reforms to...
98 Views
TSI Invests but Struggles with Core Business and Layoffs
TSI's share price has risen due to wealth, but struggles in core fashion business lead to layoffs and lawsuits amid concerns about long-term outlook.
197 Views
Fashion E-Commerce in Japan: Stores Are Key Too
Japanese fashion e-commerce market sees growth, but in-store sales outpace online, challenging even top omnichannel strategies. Staff engagement...
757 Views
Japan's Fashion Sector 2023: Recovery Complete for Some as the Sector Looks Forward
Apparel sector's recovery in 2022 was uneven. Tourism and domestic demand are expected to boost 2023-24 sales, but pricing pressure is widening...
621 Views