Global Equity Strategy: Still Bullish, But Extended Near-Term
Global equities continue to trend higher following breakouts that have occurred during the past two weeks. Over this timeframe we have been...
380 Views
Alternative Data: Fast Retailing’s E-Commerce Growth Suggests Limited Downside
Fast Retailing (9983 JP) (Uniqlo) has faced a number of challenges over the last 10 months:- From October 2019, South Koreans began boycotting...
213 Views
Softbank Corp (9434) Block
As discussed in Softbank Starts on Its ¥4.5trln Capital Plan - A Model for Bullishness, in announcing a sale of $11.5bn of Alibaba Group (BABA US)...
391 Views
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...
288 Views
Rakuten: Good COVID-19 Play; Possibility of Further Upside
Rakuten Inc (4755 JP)’s 1Q FY12/20 financial results upholds its position as a COVID-19 beneficiary. Hence, we expect the current rally in...
274 Views