Expert on Japan Retail and Consumer Markets, JapanConsuming

Michael Causton

Expert on Japan Retail and Consumer Markets

Real Insight on Japanese Consumer Markets

JapanConsuming

JapanConsuming is a specialist research firm producing intelligence on Japanese retail and consumer markets. Founded in 2000, JapanConsuming has become the leading provider of insights on Japanese retailers and consumer trends to retailers, brands, government agencies and investors. As well as a highly regarded monthly report on the market, JapanConsuming produces in-depth reports on retail sectors, seminars on key trends and telephone consulting to investors on trends and retailers.

JapanConsuming was founded by Michael Causton and Roy Larke. 

Thematic (Sector/Industry)

<ul>
<li>The so-called 2024 problem will cause significant disruption to logistics in Japan, including potentially higher costs for major firms like Yamato and Sagawa.</li>
<li>Already, companies that move product by road, and particularly those working in e-commerce, are working hard to come up with solutions to reduce the impact of the new rules.</li>
<li>For the better-resourced businesses, this could lead to more efficient supply-chains in the long run, creating more efficiencies within Japanese consumer markets.</li>
</ul>


The so-called 2024 problem will cause significant disruption to logistics in Japan, including potentially higher costs for major firms like Yamato and Sagawa.
Already, companies that move product by road, and particularly those working in e-commerce, are working hard to come up with solutions to reduce the impact of the new rules.
For the better-resourced businesses, this could lead to more efficient supply-chains in the long run, creating more efficiencies within Japanese consumer markets.


Solving the 2024 Logistics Problem Key to Japan Consumer Market Efficiency

Technical Analyst, Vermilion Research

Joe Jasper

Technical Analyst

Technical and Quantitative Research

Vermilion Research

Vermilion’s objective is to deliver timely, actionable, and unique technical research to professional investors through the application of our various technical indicators.

Our research strategists seek to highlight securities which we believe are at major inflection points, based on our various technical and quantitative indicators, and offer asymmetric risk/return profiles. Our unique research methodology, centered on relative strength, enables our strategists to deliver superior investment recommendations.

Our process begins by organizing the universe of actively traded stocks into discrete sectors, then into industry groups. We then apply our technical and quantitative tools to identify developing price trends. Once attractive trends are identified within a selected sector or group, we screen for individual stocks which we believe offer the best risk/reward profile. We provide a historical perspective that often reveals, through our long-term charts, how price patterns often repeat themselves over time.

Technical Analysis

<ul>
<li>Global equities (MSCI ACWI) have marginally broken above the top-end of our anticipated 2023 trading range of $93 on ACWI-US.</li>
<li>In our 4/18/23 Int’l MacroVision we acknowledged that a break above $93 and a reach to $96-$97 was also possible – and so far, this is what has played out.</li>
<li>We will continue to watch the $93 level for a potential false breakout, but as long as the ACWI-US is above $90.50, we cannot be bearish.</li>
</ul>


Global equities (MSCI ACWI) have marginally broken above the top-end of our anticipated 2023 trading range of $93 on ACWI-US.
In our 4/18/23 Int’l MacroVision we acknowledged that a break above $93 and a reach to $96-$97 was also possible – and so far, this is what has played out.
We will continue to watch the $93 level for a potential false breakout, but as long as the ACWI-US is above $90.50, we cannot be bearish.


MSCI EM Improving; Buys in Value & Large-Cap EM; Remain Overweight Japan, India, Taiwan, and Greece

Japan Specialist

Mark Chadwick

<ul>
<li>OVERSEAS.  SPX -0.5% with most Sector in the Red; Residential Construction STRONG; China Rate Cut disappoints; TESLA +5.3% bags Rivian for Charging Network.</li>
<li>JAPAN. NKY Futs -0.9% vs Cash; Blackrock's Fink say Japan benefitting from China Flight; Labor market loosing as JP workers shying away from liftime employment; Yamato HD exits mail delivery</li>
<li>NUGGET. Nintendo(7974) - Doing a Disney..using its IP…Now Mario out, Rumour are "Legend of Zelda" Movie in the works.. </li>
</ul>


OVERSEAS.  SPX -0.5% with most Sector in the Red; Residential Construction STRONG; China Rate Cut disappoints; TESLA +5.3% bags Rivian for Charging Network.
JAPAN. NKY Futs -0.9% vs Cash; Blackrock's Fink say Japan benefitting from China Flight; Labor market loosing as JP workers shying away from liftime employment; Yamato HD exits mail delivery
NUGGET. Nintendo(7974) - Doing a Disney..using its IP…Now Mario out, Rumour are "Legend of Zelda" Movie in the works.. 


Ohayo Japan| US Back to an Equity Sell Off; NUGGET: Nintendo(7974) - Set to Track Disney's Success ?

<ul>
<li>OVERSEAS. Strong close to SPX on Friday +1.4% on the Day; 3.5%WoW; +7.0%QTD; Light Macro calender this week with Job report Key; OPEC+ surprise cut; Tesla Misses 1Q</li>
<li>JAPAN.  NKY Fut +0.7% vs Cash; USDJPY 132.9; At the start of the new fiscal year, strong tailwinds ahead for Japan: BOJ normalization; Shareholder AGMs; Shareholder returns improvements; Bullish !</li>
<li>NUGGET. Labor Mobility Needed for Sustainable Wage Growth in Japan. This is essential to extend the gains made this year, or we risk reverting to the status quo. </li>
</ul>


OVERSEAS. Strong close to SPX on Friday +1.4% on the Day; 3.5%WoW; +7.0%QTD; Light Macro calender this week with Job report Key; OPEC+ surprise cut; Tesla Misses 1Q
JAPAN.  NKY Fut +0.7% vs Cash; USDJPY 132.9; At the start of the new fiscal year, strong tailwinds ahead for Japan: BOJ normalization; Shareholder AGMs; Shareholder returns improvements; Bullish !
NUGGET. Labor Mobility Needed for Sustainable Wage Growth in Japan. This is essential to extend the gains made this year, or we risk reverting to the status quo. 


Good Morning Japan |SPX-Sizzling 1Q Close; NUGGET: Labor Mobility Needed for Sustainable Wage Growth

<ul>
<li>OVERSEAS.  SPX Clings to Positive gains - barely; Powell Testimony in Focus;  Commodities Weak on dissappointing China growth target; GS upgrade Apple to BUY; Telsa cuts prices (again)</li>
<li>JAPAN. NKY Futs Flat vs Cash; USDJPY 136; Progress on Japan-S.Korea Relation normalization; Public increasingly supports nuclear restarts;  Toyota rolls out BEV in China; Win for Rakuten in "Open Ran"</li>
<li>NUGGET. AI Development platforms are being rolled around across Japan's manufacturing sector to improvement R&amp;D efficiency. This has the potential to drive significant value, especially in Japan Big Pharma</li>
</ul>


OVERSEAS.  SPX Clings to Positive gains - barely; Powell Testimony in Focus;  Commodities Weak on dissappointing China growth target; GS upgrade Apple to BUY; Telsa cuts prices (again)
JAPAN. NKY Futs Flat vs Cash; USDJPY 136; Progress on Japan-S.Korea Relation normalization; Public increasingly supports nuclear restarts;  Toyota rolls out BEV in China; Win for Rakuten in "Open Ran"
NUGGET. AI Development platforms are being rolled around across Japan's manufacturing sector to improvement R&amp;D efficiency. This has the potential to drive significant value, especially in Japan Big Pharma


Good Morning Japan |SPX Holds On..barely; Powell Testimony in Focus; NUGGET: AI & Japan Big Pharma

Japan

Yamato Holdings Co., Ltd. mainly provides door-to-door parcel delivery services. The Company has developed a nationwide delivery system specializing in time-specified delivery. Yamato Holdings offers moving services and other comprehensive transportation services including logistics services for both domestic and overseas customers as well as financial and autoworks services.

Price Gauge
52-week Range	0.00 - 0.00
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Yamato Holdings (9064 JP)

Solving the 2024 Logistics Problem Key to Japan Consumer Market Efficiency

The 2024 problem in Japan will disrupt logistics, increasing costs for major firms but they are finding solutions to minimize the impact and...

Michael Causton

MSCI EM Improving; Buys in Value & Large-Cap EM; Remain Overweight Japan, India, Taiwan, and Greece

MSCI EM Improving; Buys in Value & Large-Cap EM $TSM #Samsung $BABA; Remain Overweight Japan, India, Taiwan, and Greece. $ACWI break above $93 and...

Vermilion Research

Ohayo Japan| US Back to an Equity Sell Off; NUGGET: Nintendo(7974) - Set to Track Disney's Success ?

US Back - in the Red despite strong housing; NKY Futs -0.9% vs Cash; Blackrock's Fink say Japan benefitting from China Flight; Yamato HD exits mail...

Mark Chadwick

Good Morning Japan |SPX-Sizzling 1Q Close; NUGGET: Labor Mobility Needed for Sustainable Wage Growth

US equities close out a solid quarter. For Japan, at the start of the new fiscal year, strong tailwinds ahead: BOJ normalization; Shareholder AGMs;...

Mark Chadwick

Good Morning Japan |SPX Holds On..barely; Powell Testimony in Focus; NUGGET: AI & Japan Big Pharma

SPX holds on to gains ahead of Powell testimony; Progress on Japan-S.Korea Relation normalization; Nuclear restart support increases; Toyota...

Mark Chadwick

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Solving the 2024 Logistics Problem Key to Japan Consumer Market Efficiency

​The 2024 problem in Japan will disrupt logistics, increasing costs for major firms but they are finding solutions to minimize the impact and...

Michael Causton

MSCI EM Improving; Buys in Value & Large-Cap EM; Remain Overweight Japan, India, Taiwan, and Greece

MSCI EM Improving; Buys in Value & Large-Cap EM $TSM #Samsung $BABA; Remain Overweight Japan, India, Taiwan, and Greece. $ACWI break above $93 and...

Vermilion Research

Ohayo Japan| US Back to an Equity Sell Off; NUGGET: Nintendo(7974) - Set to Track Disney's Success ?

US Back - in the Red despite strong housing; NKY Futs -0.9% vs Cash; Blackrock's Fink say Japan benefitting from China Flight; Yamato HD exits mail...

Mark Chadwick

Good Morning Japan |SPX-Sizzling 1Q Close; NUGGET: Labor Mobility Needed for Sustainable Wage Growth

US equities close out a solid quarter. For Japan, at the start of the new fiscal year, strong tailwinds ahead: BOJ normalization; Shareholder AGMs;...

Mark Chadwick

Good Morning Japan |SPX Holds On..barely; Powell Testimony in Focus; NUGGET: AI & Japan Big Pharma

SPX holds on to gains ahead of Powell testimony; Progress on Japan-S.Korea Relation normalization; Nuclear restart support increases; Toyota...

Mark Chadwick

The 2024 problem in Japan will disrupt logistics, increasing costs for major firms but they are finding solutions to minimize the impact and...