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)

Japan's large wholesalers continue to provide a high value service that massages relationships in the supply chain.The top companies had yet another good year in 2018 and are expected to continue to grow both sales and profits as they consolidate market share and absorb smaller businesses.There are clear signs that the market is in the midst of a major structural shift. As these behemoth firms race to reduce over-reliance on labour in the supply chain, the role of small wholesalers will disappear, which in turn will further decimate independent retailing.

Japan's large wholesalers continue to provide a high value service that massages relationships in the supply chain.The top companies had yet another good year in 2018 and are expected to continue to grow both sales and profits as they consolidate market share and absorb smaller businesses.There are clear signs that the market is in the midst of a major structural shift. As these behemoth firms race to reduce over-reliance on labour in the supply chain, the role of small wholesalers will disappear, which in turn will further decimate independent retailing.

Japan Wholesaling: Higher Sales but Digital Shift Will Decimate Smaller Firms

Doing bespoke work since 2002....., Custom Products Group

Patrick Hansen

Doing bespoke work since 2002.....

Custom Products Group

Custom Products was started 14 years ago at Lehman Brothers by current co-founder Patrick Hansen, CFA. After 3 years at Lehman, Patrick moved the team to Macquarie Securities where Simon Rigney (co-founder) joined. 3 years ago we took Custom Products independent. 

Our core strength can be summed up three words. 1- Customization - we have very little off the shelf products and most work is done on a one on one bespoke basis. 2- Speed - We pride ourselves in our ability to get requests back to the client very quickly. 3- Confidentiality - We do not redistribute. There is no grace period where we wait a week and then mass blast. Any request stops with that client.

With 136 names expected to report 1Q earnings in Japan over the next 3 day, we are starting up the Leakage Report again. The Leakage Report looks to identify names that move on strong volume with little to no news a couple of days before they announce results.Yesterday we had 4 names, <a href="https://www.smartkarma.com/entities/14211" target="_blank" data-smartkarma-citation="entities:14211:1">Monex Group Inc (8698 JP)</a>, <a href="https://www.smartkarma.com/entities/18567" target="_blank" data-smartkarma-citation="entities:18567:1">Nissin Electric Co Ltd (6641 JP)</a>, <a href="https://www.smartkarma.com/entities/17525" target="_blank" data-smartkarma-citation="entities:17525:1">Chori Co Ltd (8014 JP)</a> and <a href="https://www.smartkarma.com/entities/11793" target="_blank" data-smartkarma-citation="entities:11793:1">Saibu Gas Co Ltd (9536 JP)</a>, expected to report in the next 3 day move on strong volume. We looked for news to explain the…

With 136 names expected to report 1Q earnings in Japan over the next 3 day, we are starting up the Leakage Report again. The Leakage Report looks to identify names that move on strong volume with little to no news a couple of days before they announce results.Yesterday we had 4 names, Monex Group Inc (8698 JP), Nissin Electric Co Ltd (6641 JP), Chori Co Ltd (8014 JP) and Saibu Gas Co Ltd (9536 JP), expected to report in the next 3 day move on strong volume. We looked for news to explain the…

Earnings Leakage Report - 4 Names Expected to Report Soon Moved on Strong Volume....

Japan

CHORI CO., LTD. is a trading company specializing in textile products.  The Company primarily distributes synthetic fibers and other chemical products. Chori has a strategic relationship with Asahi Chemical and Toray Industries in synthetic textiles and chemicals.

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Chori Co Ltd (8014 JP)

Japan Wholesaling: Higher Sales but Digital Shift Will Decimate Smaller Firms

Japan's large wholesalers continue to provide a high value service that massages relationships in the supply chain.The top companies had yet...

Michael Causton

Earnings Leakage Report - 4 Names Expected to Report Soon Moved on Strong Volume....

With 136 names expected to report 1Q earnings in Japan over the next 3 day, we are starting up the Leakage Report again. The Leakage Report looks...

Custom Products Group

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52-week Range

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