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. 

Thematic (Sector/Industry)

A <a href="https://www.smartkarma.com/entities/familymart-co-ltd" target="_blank" data-smartkarma-citation="entities:320:1" rel="noopener">Familymart (8028 JP)</a> store installed the first set of Amazon Hub Locker delivery lockers in September. <a href="https://www.smartkarma.com/entities/amazon-com-inc" target="_blank" data-smartkarma-citation="entities:409:1" rel="noopener">Amazon.com Inc (AMZN US)</a> will roll out its new lockers to other Familymarts, supermarkets and some railway stations in Tokyo in the coming months.The growing level of competition between Amazon and Seven Eleven and, to some extent, <a href="https://www.smartkarma.com/entities/yamato-holdings-co-ltd" target="_blank" data-smartkarma-citation="entities:2:1" rel="noopener">Yamato Holdings (9064 JP)</a>, should lead to a rapid roll out of lockers from multiple providers.

A Familymart (8028 JP) store installed the first set of Amazon Hub Locker delivery lockers in September. Amazon.com Inc (AMZN US) will roll out its new lockers to other Familymarts, supermarkets and some railway stations in Tokyo in the coming months.The growing level of competition between Amazon and Seven Eleven and, to some extent, Yamato Holdings (9064 JP), should lead to a rapid roll out of lockers from multiple providers.

Familymart Installs First Amazon Delivery Lockers

Technical Analyst, Vermilion Research

Joe Jasper

Technical Analyst

Technical and Quantitative Research

Vermilion Research

Vermilion’s objective is to deliver timely, actionable, and unique technical research to professional investors through the application of our various technical indicators.

Our research strategists seek to highlight securities which we believe are at major inflection points, based on our various technical and quantitative indicators, and offer asymmetric risk/return profiles. Our unique research methodology, centered on relative strength, enables our strategists to deliver superior investment recommendations.

Our process begins by organizing the universe of actively traded stocks into discrete sectors, then into industry groups. We then apply our technical and quantitative tools to identify developing price trends. Once attractive trends are identified within a selected sector or group, we screen for individual stocks which we believe offer the best risk/reward profile. We provide a historical perspective that often reveals, through our long-term charts, how price patterns often repeat themselves over time.

Technical Analysis

TSE Tokyo Price Index TOPIX / Technical Analysis

Continue to favor EAFE over EM. As long as the U.S. dollar remains elevated, we believe  developed international (EAFE) will remain in a leadership position relative to EM (MSCI EM). In this report we highlight actionable set ups within Japan, Switzerland and Australia. Within Japanese Sectors, we focus on opportunities within Technology, Financials, Health Care, and Staples. We also highlight attractive setups within European/UK Sectors, including Health Care, Industrials, Staples and Utilities.

Continue to favor EAFE over EM. As long as the U.S. dollar remains elevated, we believe  developed international (EAFE) will remain in a leadership position relative to EM (MSCI EM). In this report we highlight actionable set ups within Japan, Switzerland and Australia. Within Japanese Sectors, we focus on opportunities within Technology, Financials, Health Care, and Staples. We also highlight attractive setups within European/UK Sectors, including Health Care, Industrials, Staples and Utilities.

Equity Bottom-Up

With <a href="https://www.smartkarma.com/entities/yamato-holdings-co-ltd" target="_blank" data-smartkarma-citation="entities:2:1" rel="noopener">Yamato Holdings (9064 JP)</a> and other major transporters increasing delivery prices over the past two years, <a href="https://www.smartkarma.com/entities/amazon-com-inc" target="_blank" data-smartkarma-citation="entities:409:1" rel="noopener">Amazon.com Inc (AMZN US)'s</a> Japanese subsidiary has built independent delivery systems to avoid relying on the big courier services.Amazon already has nine regional delivery providers in place and is rolling out the Amazon Flex model, allowing individual drivers to become Amazon couriers on their own time.The timing is right given Amazon Japan's continued growth in Japan and, in particular, its leading position in the race to build online food retailing nationally – it recently also tied with Japan's biggest single supermarket chain to make this happen.

With Yamato Holdings (9064 JP) and other major transporters increasing delivery prices over the past two years, Amazon.com Inc (AMZN US)'s Japanese subsidiary has built independent delivery systems to avoid relying on the big courier services.Amazon already has nine regional delivery providers in place and is rolling out the Amazon Flex model, allowing individual drivers to become Amazon couriers on their own time.The timing is right given Amazon Japan's continued growth in Japan and, in particular, its leading position in the race to build online food retailing nationally – it recently also tied with Japan's biggest single supermarket chain to make this happen.

Amazon Japan Takes Control of Deliveries as Expansion Continues

Japan

Maruwa Unyu Kikan Co. Ltd. provides logistical transportation services. The Company conducts normal temperature logistics, low-temperature food distribution, and pharmaceuticals and medical logistics. Maruwa Unyu Kikan also provides logistics consulting and warehousing services.

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AZ-Com Maruwa Holdings (9090 JP)

Familymart Installs First Amazon Delivery Lockers

A Familymart (8028 JP) store installed the first set of Amazon Hub Locker delivery lockers in September. Amazon.com Inc (AMZN US) will roll out its...

Michael Causton

Developed Markets Opportunities

Continue to favor EAFE over EM. As long as the U.S. dollar remains elevated, we believe developed international (EAFE) will remain in a leadership...

Vermilion Research

Amazon Japan Takes Control of Deliveries as Expansion Continues

With Yamato Holdings (9064 JP) and other major transporters increasing delivery prices over the past two years, Amazon.com Inc (AMZN US)'s Japanese...

Michael Causton

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