Japanese Retailing 2021-22: What's Really Going on and What's Next?
There is increasing divergence between the winners and losers in Japanese retailing and the following in-depth review looks at performance in the...
308 Views
Arcs' Online Expansion with Amazon a Worry for Rakuten and Aeon
Amazon Netsuper is challenging Rakuten's online food platform in a rapidly growing sector (up 80% in 4 years), with Arcs joining its system to...
289 Views
Japan Retail: Market Concentration Accelerates Through M&A and Organic Growth
Market concentration in Japan's retail sector has been increasing due to the need for growth in a shrinking market, leading to a surge in M&A...
182 Views
Trial Holdings IPO Trading - Demand and Valuation Are Towards the Higher Side
Trial Holdings (5882 JP) (TH) raised around US$259m after pricing its IPO at the top-end in its Japan IPO. In this note, we talk about the trading...
373 Views
Trial Holdings IPO - Not Wholly Convinced but a Strong Market Should Help
Trial Holdings (5882 JP) (TH) is now looking to raise up to US$259m in its Japan IPO, after having canceled its prior listing attempt last year. In...
705 Views