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Arcs Co Ltd (9948 JP)
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46
Analysis
Consumer Staples
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Japan
Arcs Co Ltd operates supermarket and discount store chain in the Hokkaido area. The Company mainly retails foodstuffs, clothing, and sundry goods.
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bullish
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Thematic (Sector/Industry)
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01 Jul 2019 01:57
Japanese Retailing: The Big Disruption – and Opportunity – in the Next 5 Years
Retailing in Japan is about to enter a period of unprecedented change – the biggest disruption in its history. The causes are threefold: population...
Michael Causton
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571 Views
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bullish
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Thematic (Sector/Industry)
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20 Feb 2019 19:13
Japanese Supermarket Consolidation Likely and Soon
Signs of consolidation in the supermarket sector have come and gone over the past decade, but recent events suggest there will now be a sustained...
Michael Causton
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577 Views
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bullish
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Thematic (Sector/Industry)
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22 Jan 2019 14:31
Smartkarma’s Week That Was in JP/KR: Amorepacific, Hitachi, and Trump's 2nd Meeting With KJU
The start of the year has been bullish on the Korean and Japanese stock markets. KOSPI is up 4% and Nikkei is up 3% YTD. Some of the most beaten...
Douglas Kim
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420 Views
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bullish
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Quantitative Analysis
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20 Jan 2019 20:02
Japan: Fortnightly Update - Nidec Leads the Way
“I’ve been a manager for almost half a century, but this is the first time I’ve seen such a large single-month drop in orders for us. What we...
Campbell Gunn
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516 Views
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bullish
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Arcs Co Ltd
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17 Jan 2019 19:15
Arcs, Valor and Retail Partners Form First Nationwide Supermarket Alliance
The supermarket sector is the most fragmented and uncompetitive of all retail sectors, a situation encouraged by major suppliers and not ideal for...
Michael Causton
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644 Views
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