Welcia: Aeon’s Profit Machine
Aeon Co Ltd (8267 JP) is Japan’s largest retail conglomerate by revenues but it struggles to make respectable profits.Now, as with Seven-Eleven at...
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Kirindo Establishing Drugstore Dominance in Kansai
Kirindo Holdings (3194 JP) is now the dominant drugstore chain in Kansai and this position gives it a base to build further.Over the next three...
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Japan Inbound Traffic Down 93% in March but Arrivals Spend and Spend
Inevitably, inbound tourist numbers plummeted in March which meant that spending overall also collapsed. The good news, though, is that those who...
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Global Equity Rally Losing Upside Momentum
The global rally appears to be losing steam as the bearish rising wedge patterns we highlighted last week in the MSCI ACWI, ACWI ex-US, EM, and...
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Japanese Drugstores: With Maturity Comes Marriage
The following is an in-depth review of the drugstore sector and the impact of the Cocokara Fine and Matsukiyo merger on other key drugstore stocks,...
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