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Kobe Bussan (3038 JP)
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Consumer Staples
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Japan
KOBE BUSSAN CO., LTD. is a supermarket franchise store operator which mainly deals in foods stuffs. The Company also has direct-run stores.
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Rakuten
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17 Nov 2020 00:21
The Walmart Japan Sell Off: A Huge Gain for Rakuten
We predicted the sale of Seiyu by Walmart to Rakuten and this is now happening (with KKR funding). It is a huge step for Rakuten in the war for...
Michael Causton
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256 Views
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bullish
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Thematic (Sector/Industry)
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13 Oct 2020 17:39
Why Discount Works in Japan: Lopia, Tokyo’s ‘Low Price Utopia’ Triples Sales Since 2011
The low price food market is booming in Japan but still doesn't get the recognition it deserves. As well as listed firms, we highlight the unlisted...
Michael Causton
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513 Views
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bullish
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Thematic (Sector/Industry)
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07 Oct 2020 06:54
🇯🇵 JAPAN • Results & Revisions - 10/06 - SAN-A, AEON Mall, Consumer Electronics Retailers
• BEST WORST • Our best and worst pair from Tuesday's announcements is
Campbell Gunn
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253 Views
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bullish
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Quantitative Analysis
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24 Sep 2020 13:36
🇯🇵 JAPAN • September Relative Price Scores - Profiting from Outlier Mean Reversion
• RELATIVE PRICE SCORE • RELATIVE PRICE SCORE OUTLIERS - The Relative Price Score (RPS) is a measure of price performance relative to TOPIX...
Campbell Gunn
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393 Views
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bullish
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Thematic (Sector/Industry)
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18 Sep 2020 18:12
Japan Retail Review 2019-20 Part II: A Sector by Sector Review of Winners and Losers
At least until the Covid-19 crisis hit Japan in January, the majority of retailers were gearing up to announce yet another really good year of...
Michael Causton
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294 Views
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