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Belluna Co Ltd (9997 JP)
Watchlist
11
Analysis
Consumer Discretionary
•
Japan
BELLUNA CO., LTD. is a mail-order company offering clothing, household goods, and hobby goods through catalogs. The Company also provides financing service.
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bullish
•
Seven & I Holdings
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18 Apr 2023 09:00
Seven & I: The Biggest Barrier to Change Has Gone
Activist investors complain about the lack of change at Seven & I but fealty to the founder was always stronger. That has now gone and a lot of...
Michael Causton
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335 Views
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bullish
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Thematic (Sector/Industry)
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07 Mar 2024 09:00
E-Commerce in Japan: Omnichannel Consolidation
E-commerce growth in Japan remains strong post-Covid, set to overtake convenience stores by 2025-26, with omnichannel model becoming dominant for...
Michael Causton
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231 Views
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bullish
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Thematic (Sector/Industry)
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11 Dec 2022 18:04
Japan's Apparel/Fashion Sector Big Review: Momentum Builds for Full Recovery
Japan's fashion and apparel sector was severely hit by the pandemic and the loss of tourism. With wallets full, Japanese are now spending again...
Michael Causton
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347 Views
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bearish
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Thematic (Sector/Industry)
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19 Dec 2021 02:58
Fashion Retailing 2020-21: Leading Brands Suffer Worst Year in Modern History
This insight is an in-depth review of Japan's apparel sector providing key background and comparisons for investors, including rankings of the top...
Michael Causton
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310 Views
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bullish
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Thematic (Sector/Industry)
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27 Oct 2021 23:47
Japan Online Fashion Sales Soar
Before, the boom in online was just a theory but the numbers now make it clear that Japanese consumers have shifted their spending habits,...
Michael Causton
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105 Views
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