Rakuten Bank IPO Trading - Ample Upside
Rakuten Bank (5838 JP), the online banking arm of Rakuten (4755 JP), raised around US$630m in its Japan IPO. In this note, we talk about the...
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Nikkei 225 Sep 2023 Rebalance Gets Interestinger - Possible Fast Retailing Cap and Zozo Stretch
The Sep 2023 Nikkei 225 Review is changing shape. Toshiba deal is announced, which pushes two of three ADDs outside the top 75 - sector balance...
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Adastria Takes on Uniqlo and Muji with New Chain
Adastria is on a roll, expanding brands in Japan's rebounding clothing market. While in the long-term there is not much room for the apparel market...
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Fast Retailing: Inflated Earnings Expectations & Stretched Multiples, A Cause for Concern
Apparel demand in China was lower than expected, while wage hikes and a potential US recession could negatively impact profitability of Fast...
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Good Morning Japan |JOLTS Jolts Stocks; NUGGET: Battle for Talent - Japan’s Self Inflicted Wounds
US equites go Defensive on JOLTS jobs data; IN JAPAN, Strong Mar SSS continue from JP retail - Fast Retailing 11.9% as Inbound demand recovers;...
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