The Polarising Pandemic in Japanese Retail
A complete review of the Japanese retail sector in the last 18 months, format by format, category by category, providing key trends and winners &...
433 Views
Asia Shorts: Shenzhou, Xiaomi, BABA, BYD, Renesas, Shionogi, Freee, Celltrion, LGD, Novatek, Wan Hai
The Insight looks at movements in short interest across HK, Japan, Korea and Taiwan stocks and highlights large increases/decreases in shorts to...
337 Views
Aeon 2020: A Year of Ups and Downs but a More Profitable Future
Aeon has for long had issues with low margins thanks to its dependence on real estate rents over actual retailing. This is changing and for the...
277 Views
FY2020 Proves Better than Expected for Japan Retail but Savings Surge
A bad year for dept. stores and sectors like apparel (with more bad news to come) but a great one for drugstores, electronics and food. Savings...
302 Views
Japan Drugstores: Growing Leadership in Food, Household, Cosmetics – and the Odd Medicine Too
The Japanese drugstore sector has seen a big merger but there will be more as the sector not only consolidates down to a few leaders but also...
471 Views