Consumption Trends in Japan: Rising Incomes Boosting Retailers but a Lot Going Into Savings Too
Much has been made of gradually rising wages in Japan, and this is indeed good news after 20 years of stagnation and negative growth. But while...
367 Views
Rakuten (4755) BUY Ahead of the First Half Results, Out on August 6th.
Last year IFRS operating profit came in at Y40.4bn (+73%) in the first quarter (3/17) and Y68.6bn (+39%) for the first half (6/17). This first...
412 Views
Japanese Telcos: Structurally the Most Attractive Wireless Market in the Developed World?
Following a change of analyst, Chris Hoare has taken over coverage of the Japanese telcos. We see Japan as one of the best liquid developed...
476 Views
Japanese E-Commerce Breaks ¥16.5 Trillion in FY2017
The Ministry of Economy, Trade & Industry (METI)’s annual e-commerce survey confirms strong growth in 2017, up 9.5% on the previous year....
326 Views
Seven Eleven’s New ‘Net Conbini’ to Advance Disruption in Food Retailing
Seven & I (3382 JP) announced the next phase in its omnichannel strategy last month. It will roll out its Seven Net Conbini service across...
349 Views