Fast Retailing (9983) | Red Hot Summer
Domestic Uniqlo SSS up 14.9% in June, with strong customer traffic and per-customer spend. Bearish on Fast Retailing due to high valuations, but...
360 Views
Fast Retailing UPs Forecasts, Which Creates A Sell/Short Opportunity
Fast Retailing announced decent earnings for Q3 and upgraded forecasts for August 2023. It also raised its full-year dividend vs previous guidance....
787 Views
FineToday Pre-IPO - Peer Comparison and Thoughts on Valuation
CVC Capital is aiming to raise over US$500m, via selling some of its stake in FineToday Holdings Co Ltd (289A JP)in Japan. In this note, we...
42 Views
Kioxoa Pre-IPO - The Negatives - Still a Follower of the Cycle
Kioxia Holdings (6600 JP) is aiming to raise around US$700m (including over-allocation) from its Japan IPO. In this note, we talk about the not-so...
240 Views
Struggles in China Hurt Uniqlo’s Bottom Line
Uniqlo Co. Ltd.’s strategy of raising prices in the face of rising costs has taken a toll on the Japanese clothing retailer’s bottom line in China...
160 Views