Global Strategy: Opportunities Within Mobile Payments, Metals & Mining, and Utilities
We believe the secular mobile payments theme has room to run, and we expect related stocks to continue outperforming... see pages 2-4 for...
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Tourism and New Stores Drive Donki's Revenue in 3Q
Don Quijote Holdings Co Ltd (7532 JP) announced their 3Q results yesterday, posting YoY revenue growth of 18.8% while OP growth remained flat. For...
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A Stallion in “Donki” Clothing?
If you have strolled along Bunkamura-dori in Shibuya recently, it is unlikely that you would have missed the colossal yellow "MEGA" sign on a...
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E-Commerce in Japan 2017-2022: Relentless Expansion Means Upheaval in Consumer Goods Distribution
E-commerce sales grew just under 10% in 2016 at the most conservative estimate, and we expect double digit growth for at least the next five...
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Yamada Denki & Best Denki Betrothed - Finally
The consumer electronics retailing business in Japan has long been extremely competitive. Time has not been friendly to these businesses as margins...
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