Aggregate Japan OP Currently Down 7%, However New FY3/18 OP Expected to Increase 4%....
With approx 280 names (mkt-cap above ¥50bn) announcing earnings before Golden Week, the overall picture is starting to form up. Currently FY3/17...
293 Views
Launching Coverage of FamilyMart Uny With No-Moat and Stable Trend Ratings, and FVE of JPY 6,600
We initiate coverage of FamilyMart with a fair value estimate of JPY 6,600, representing a slight premium to its current share price. We rate...
241 Views
Japan Moves Towards RFID Scanning at Checkout
It is over a decade since the IBM RFID shopping advert came out (still well worth a watch at https://www.youtube.com/watch?v=WGuXOuQOe18) and this...
431 Views
Can Tech Save the Declining Japanese Apparel Industry? : FashionTech Series (3/3)
In this last of a series of articles examining the FashionTech scene in Japan, Euromonitor International looks at companies operating CtoC sales...
553 Views
Launching Coverage of Lawson With No-Moat and Stable Trend Ratings and FVE of JPY 8,100
The merger of Familymart Co Ltd (8028 JP) with Uny Group Holdings Co Ltd (8270 JP) has put Lawson in a less favorable position as the smallest of...
196 Views