Palette: Aeon’s New Hope for the Fast-Growing Discount Sector
Discount retailing is booming in Japan, leaving the big national food retailers vulnerable. Aeon's response is to join in and compete and has...
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Aeon 2020: A Year of Ups and Downs but a More Profitable Future
Aeon has for long had issues with low margins thanks to its dependence on real estate rents over actual retailing. This is changing and for the...
193 Views
Asia Shorts: BYD, Ping An, Toshiba, Rakus, Aeon, Celltrion, LG Display, SK Chem, Novatek, Yang Ming
The Insight looks at large short interest movements across HK, Japan, Korea and Taiwan stocks and highlights large increases/decreases in shorts to...
359 Views
Japan Drugstores: Growing Leadership in Food, Household, Cosmetics – and the Odd Medicine Too
The Japanese drugstore sector has seen a big merger but there will be more as the sector not only consolidates down to a few leaders but also...
282 Views
The Week That Was in ASEAN@Smartkarma - GoTo, Digital Astra, and Monde Nissin
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
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