Retail Ranking FY2017-18: Winners and Losers in Japanese Retailing
JapanConsuming’s retail ranking for FY2017 has now been compiled, and the results show that the retail industry enjoyed another extremely good year...
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Japan: Results & Revisions Update - Slowing Momentum Confirmed
DOUBLE-DIGIT YOY GROWTH BUT RISING COSTSÂ A CONCERN- 27% of Japanese listed companies reported earnings results last week. In aggregate, the group...
510 Views
Japan & Korea@Smartkarma: All About Altaba, Automation and Autos Apparently
Two quiet weeks when holidays, the world cup and a dominance of macro had readers attention diverted were punctuated by a series of announcements...
674 Views
Japanese Telcos: Structurally the Most Attractive Wireless Market in the Developed World?
Following a change of analyst, Chris Hoare has taken over coverage of the Japanese telcos. We see Japan as one of the best liquid developed...
658 Views
Merger Arb Mondays (18 May) - ENN, Skyworth, Tohoku, Shinko Shoji, Kakaku, Taiyo, Qoria, OOh!media
I summarise the latest spreads and newsflow for the merger arb situations we cover across Hong Kong, Australia, NZ, Singapore, Japan, Indonesia,...
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