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Tsuruha Holdings (3391 JP)
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94
Analysis
Consumer Staples
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Japan
TSURUHA HOLDINGS INC. is a holding company which manages subsidiaries that operate drug stores in Hokkaido and the Tohoku area. The Company's product line includes drugs, cosmetics, and household utensils.
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bullish
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Welcia Holdings
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16 Jun 2020 20:34
Welcia: Aeon’s Profit Machine
Aeon Co Ltd (8267 JP) is Japan’s largest retail conglomerate by revenues but it struggles to make respectable profits.Now, as with Seven-Eleven at...
Michael Causton
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363 Views
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bullish
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Kirindo Holdings
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02 Jun 2020 18:37
Kirindo Establishing Drugstore Dominance in Kansai
Kirindo Holdings (3194 JP) is now the dominant drugstore chain in Kansai and this position gives it a base to build further.Over the next three...
Michael Causton
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381 Views
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bearish
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Thematic (Sector/Industry)
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15 May 2020 22:22
Japan Inbound Traffic Down 93% in March but Arrivals Spend and Spend
Inevitably, inbound tourist numbers plummeted in March which meant that spending overall also collapsed. The good news, though, is that those who...
Michael Causton
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189 Views
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bearish
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MSCI ACWI Index
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23 Apr 2020 20:58
Global Equity Rally Losing Upside Momentum
The global rally appears to be losing steam as the bearish rising wedge patterns we highlighted last week in the MSCI ACWI, ACWI ex-US, EM, and...
Vermilion Research
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413 Views
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bullish
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Thematic (Sector/Industry)
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13 Mar 2020 03:04
Japanese Drugstores: With Maturity Comes Marriage
The following is an in-depth review of the drugstore sector and the impact of the Cocokara Fine and Matsukiyo merger on other key drugstore stocks,...
Michael Causton
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419 Views
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