Japanese Small-Cap Names with Consensus Changes Leading into Earning Season....
We know that historically there has been a lot of leakage leading into Earnings Season. In a different life, I remember Fuji Photo calling me in...
440 Views
Zozo: A ¥700 Billion Business in Three Years. Really?
There is already some good coverage on Start Today (3092 JP) (Zozo) from Chacko Jacob and Mio Kato at Lightstream Research here and here but below...
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Fixed Price 100 Yen Shops Bask in Growing Discount Economy in Japan
The continuation of the ‘Great Wage Squeeze’ in Japan over the past two decades means more households have found it harder to make ends meet. The...
240 Views
I'm Back with New and Hopefully Better Thoughts (Japanese Automotive Industry)
I am back to the research space after 5 years of field work. Over 15 years' sell side experience was not sufficient on a real...
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Trump Victory Brings Uncertainty to Auto Sector Around U.S. Trade Agreements
Many automotive stocks declined on the morning of Nov. 9 on fear of a Donald Trump presidency. We think selling for now is due to massive...
691 Views