World's IPO: 8 for Effort but Effort Isn't Enough in Japan's Tough Fashion Market
World Co Ltd (3612 JP) has been a private company for 13 years, using this time to make significant changes to its business, including slashing...
658 Views
Fashion: Still the Biggest Japanese E-Commerce Category – and Still Growing Fast
Our recent post on e-commerce (E-Commerce in Japan 2017-2022: Relentless Expansion Means Upheaval in Consumer Goods Distribution) showed just how...
173 Views
E-Commerce in Japan 2017-2022: Relentless Expansion Means Upheaval in Consumer Goods Distribution
E-commerce sales grew just under 10% in 2016 at the most conservative estimate, and we expect double digit growth for at least the next five...
228 Views
TSI (3608) Cheap and Restructuring Is Now Over.
These shares are cheap on book (0.7x) and yield 2.2%. The company, the result of the merger in mid-2011 between Tokyo Style and Sanei...
155 Views
Cheap on Book (0.7x) & Yield 2.2%. Earnings Should Recover to 2/18. Happy to Hold the Shares for Now
This is the holding company formed in mid-2011 out of Sanei International and Tokyo Style. Together they now form the third largest apparel company...
148 Views