High Quality Stock Setups, Weekly Stock Bull Finder

Weekly Stock Bull Finder

High Quality Stock Setups

Finding high potential stock setups on quality companies

Thematic (Sector/Industry)

<ul><li>Earnings Season Thus Far- Meanwhile Mixed Economic Messages Earnings season picks up this week with the technology heavyweights like Alphabet, Microsoft, Amazon, and Meta are all set to report their results.</li><li>During the upcoming week, 180 S&amp;P 500 companies (including 14 Dow 30 components) are scheduled to report results for the first quarter.</li><li>Overall, 18% of the companies in the S&amp;P 500 have reported actual results for Q1 2023 to date.</li></ul>

Earnings Season Thus Far- Meanwhile Mixed Economic Messages Earnings season picks up this week with the technology heavyweights like Alphabet, Microsoft, Amazon, and Meta are all set to report their results.During the upcoming week, 180 S&amp;P 500 companies (including 14 Dow 30 components) are scheduled to report results for the first quarter.Overall, 18% of the companies in the S&amp;P 500 have reported actual results for Q1 2023 to date.

Value Investing

Vladimir Dimitrov, CFA

Equity Bottom-Up

<ul>
<li>After losing nearly a third of its value, Amazon looks more attractive than a year ago.</li>
<li>Investors should be mindful of recency bias when evaluating Amazon's share price attractiveness.</li>
<li>The unique business model also poses some risks that should be considered regardless of one's investment horizon.</li>
</ul>


After losing nearly a third of its value, Amazon looks more attractive than a year ago.
Investors should be mindful of recency bias when evaluating Amazon's share price attractiveness.
The unique business model also poses some risks that should be considered regardless of one's investment horizon.


Amazon: Having A Long-Term View Doesn't Mean You Should Disregard Immediate Risks

Expert on Japan Retail and Consumer Markets, JapanConsuming

Michael Causton

Expert on Japan Retail and Consumer Markets

Real Insight on Japanese Consumer Markets

JapanConsuming

JapanConsuming is a specialist research firm producing intelligence on Japanese retail and consumer markets. Founded in 2000, JapanConsuming has become the leading provider of insights on Japanese retailers and consumer trends to retailers, brands, government agencies and investors. As well as a highly regarded monthly report on the market, JapanConsuming produces in-depth reports on retail sectors, seminars on key trends and telephone consulting to investors on trends and retailers.

JapanConsuming was founded by Michael Causton and Roy Larke. 

<ul>
<li>Seven &amp; I will have its entire 7-11 chain online by 2025 and could use the service to bind all its food retail assets into a more coherent whole. </li>
<li>Rivals are doing the same thing through Uber Eats and other services, but Seven thinks its proprietary system will provide a long term advantage, especially in ease of use.</li>
<li>While Q-commerce deliveries from CVS are growing, the inherent proximity of stores to homes suggests an online adjunct is sub-optimal – but will be ideal for Seven's "new" SIP format.</li>
</ul>


Seven &amp; I will have its entire 7-11 chain online by 2025 and could use the service to bind all its food retail assets into a more coherent whole. 
Rivals are doing the same thing through Uber Eats and other services, but Seven thinks its proprietary system will provide a long term advantage, especially in ease of use.
While Q-commerce deliveries from CVS are growing, the inherent proximity of stores to homes suggests an online adjunct is sub-optimal – but will be ideal for Seven's "new" SIP format.


Seven & I Finally Making E-Commerce Work? 7Now at 5,000 Stores and Perfect for SIP

<ul>
<li>The big parcel couriers, Yamato Transport and Sagawa, announced price increases averaging around 10% last month. </li>
<li>Unlike the last big hike in 2017, the latest round is in response to multiple external pressures such as increased costs and a growing labour shortage.</li>
<li>But the constant growth in e-commerce demand remains the most significant factor.</li>
</ul>


The big parcel couriers, Yamato Transport and Sagawa, announced price increases averaging around 10% last month. 
Unlike the last big hike in 2017, the latest round is in response to multiple external pressures such as increased costs and a growing labour shortage.
But the constant growth in e-commerce demand remains the most significant factor.


Yamato and Sagawa Increase Prices as Delivery Volume Increases

<ul>
<li>The big online malls continue to grow at higher rates than many branded e-commerce stores, meaning consecutive annual gains in market share. </li>
<li>Amazon’s lead now seems to be widening while Rakuten is also pulling ahead of Z Holdings, which continues to struggle with poor integration of assets, and we see little upside.</li>
<li>Amazon is now Japan's 2nd biggest retailer but, despite its problems in Mobile, Rakuten is proving a relentless competitor in e-commerce and we remain bullish on its e-commerce prospects.</li>
</ul>


The big online malls continue to grow at higher rates than many branded e-commerce stores, meaning consecutive annual gains in market share. 
Amazon’s lead now seems to be widening while Rakuten is also pulling ahead of Z Holdings, which continues to struggle with poor integration of assets, and we see little upside.
Amazon is now Japan's 2nd biggest retailer but, despite its problems in Mobile, Rakuten is proving a relentless competitor in e-commerce and we remain bullish on its e-commerce prospects.


Japan's E-Commerce Wars: Rakuten Fighting Hard as Amazon Japan Becomes No. 2 Retailer

United States

Amazon.com, Inc. is an online retailer that offers a wide range of products. The Company's products include books, music, videotapes, computers, electronics, home and garden, and numerous other products.  Amazon offers personalized shopping services, Web-based credit card payment, and direct shipping to customers.

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Amazon.com Inc (AMZN US)

Weekly Stock Bullfinder - Week of 4/24

During the upcoming week, 180 S&P 500 companies (including 14 Dow 30 components) are scheduled to report results for the first quarter.

Weekly Stock Bull Finder

Amazon: Having A Long-Term View Doesn't Mean You Should Disregard Immediate Risks

After losing nearly a third of its value, Amazon looks more attractive than a year ago.Investors should be mindful of recency bias when evaluating...

Vladimir Dimitrov, CFA

Seven & I Finally Making E-Commerce Work? 7Now at 5,000 Stores and Perfect for SIP

Seven & I may finally have turned the corner and found an e-commerce solution that works. If it has, the potential to roll it out beyond just the...

Michael Causton

Yamato and Sagawa Increase Prices as Delivery Volume Increases

Prices for e-commerce deliveries are on the rise, at a time when inflation is hurting trade, but demand is likely to mean further pressures on...

Michael Causton

Japan's E-Commerce Wars: Rakuten Fighting Hard as Amazon Japan Becomes No. 2 Retailer

Amazon is now Japan's 2nd biggest retailer by JPN revenues. Rakuten claims parity on GTVs and is trying hard to build share through a better...

Michael Causton

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