In today’s briefing:
- Good Morning Japan | Samurai Blues
- SSG- The Most Important Metric in Retailing
- How the Portfolios Did for the First Week
Good Morning Japan | Samurai Blues
- Good Morning Japan: We strive to provide the very best breaking macro, stock and thematic overnight news that will impact your trading day in Japan. FOLLOW US to keep abreast
- OVERSEAS: Holidays last week – low liquidity, stocks+bonds higher, USD lower; This week: deluge of data with Employment key; MSFT-Activision deal in doubt; Apple production headwinds; China COVID unrest spreads
- JAPAN: SHOCK ! Samurai Blues lost 0-1 to Costa Rica – A nation in pain; Kishida support continues to wane; EPCO collusion fines; Earnings pressure ahead for Shippers.
SSG- The Most Important Metric in Retailing
- Retailing is a straight forward business model wherein growth is primarily driven by continuous addition of new stores.
- And the ability to add new stores is dependent on two key aspects- 1. Retailer’s Right To Win Proposition to add new stores makes sense only when the retailer can generate revenues from the new store.
- And this revenue generation from new stores is dependent on the demand of end products and what value one is providing to its customers to capture a part of that demand.
How the Portfolios Did for the First Week
- We write about one stock each from the large, mid and small cap portfolios, briefly giving the reasons behind their the innovation scores and inclusion in the portfolio.
- The three companies are Johnson & Johnson (JNJ UN) , Mondelez International (MDLZ US) and Qorvo Inc (QRVO US), which have the highest weighting in each portfolio
- For the week the large cap portfolio was up 1.2%, the midcap was up 1.4% and the small cap was up 0.9%, all in US$ terms.
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