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Pan Pacific International Holdings (7532 JP)
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218
Analysis
Consumer Discretionary
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Japan
Pan Pacific International Holdings Corporation operates discount stores which sell consumer electronics, daily necessities, groceries, watches, and sporting goods. The Company mostly operates small scale stores based in Tokyo.
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bullish
•
Thematic (Sector/Industry)
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22 Mar 2023 06:37
Discount Drugstores Challenging Japanese Supermarkets
Japan's supermarkets are facing unprecedented challenges from new competition in e-commerce but especially drugstores. We highlight the winners in...
Michael Causton
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203 Views
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bullish
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Trial Holdings
•
17 Mar 2023 02:27
Trial Holdings IPO: Valuation Insights
Our analysis suggests that Trial is attractively valued at the IPO reference price of JPY2,000. We would participate in the IPO.
Arun George
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546 Views
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bearish
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Trial Holdings
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16 Mar 2023 01:55
Trial Holdings IPO: The Bear Case
The key elements of the bear case rest on bottom quartile gross and operating margin, mid-tier FCF generation and unusual cash collection cycle.
Arun George
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364 Views
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bullish
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Trial Holdings
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15 Mar 2023 01:36
Trial Holdings IPO: The Bull Case
The key elements of the bull case rest on top quartile revenue growth, encouraging same-store sales growth, solid margin profile and cash generation.
Arun George
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344 Views
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bullish
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Thematic (Sector/Industry)
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15 Feb 2023 10:00
Outlook for Japanese Retail in 2023
Most Japanese retailers can look forward to a good year in 2023 but there will be challenges for formats like supermarkets where consolidation is...
Michael Causton
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298 Views
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