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...
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Suruga Bank (8358 JP): One Step Back, but Several Steps Forward
FY3/2020 consolidated results were slightly below guidance and FY3/2021 guidance suggests consolidated net profits may fall as much as 76% YoY to...
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Global Equity Strategy: Short-Term Bullish Trends Clash With Longer-Term Resistance
For now we view the recent pullback as a countertrend move that helped correct the extended and overbought conditions we noted over the past two...
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Suruga Bank (8358 JP): Swimming Against the Tide
While investors brace themselves for a tidal wave of downward revisions to FY3/2020 Japanese bank earnings estimates as a result of heavy valuation...
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K’s Holdings: Thriving in the Suburbs
Consumer electronics retailer K'S Holdings (8282 JP) has had two excellent years by pursuing a policy that its rivals have all but abandoned. It...
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