🇯🇵 JAPAN • Results & Revisions 9th July - COVID-19 Returns & New Lows
COVID-19 RETURNS - The other 'result' reported yesterday was the record daily COVID-19 new case count for Tokyo of 224 and a three-month...
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FamilyMart Tender Offer - Winnie and HunnyPot Redux
Today (Weds 8 July 2020) after the close, but before FamilyMart Co Ltd (8028 JP) released its earnings, the Nikkei reported that 50.1% owner Itochu...
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Asia Short Interest Weekly - Ping An, CPIC, SMIC, Meituan, Shiseido, Yageo, MediaTek
The Asia Short Interest weekly looks at moves in market wide short interest and highlights movements in stock specific short interest across Hong...
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Japan Convenience Store Pair Trade: Long Lawson/Short Seven & I
Japan’s convenience stores outperformed the Topix index by over 10 percentage points during the COVID-19 led equity sell off in March 2020. Over...
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After Covid: The Future for Japanese Retail: Winners & Losers
No one really knows what will happen after the initial shock of the coronavirus fades away. Many observers in Japan, expert and otherwise, are...
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