Japan Online Fashion Sales Soar
Before, the boom in online was just a theory but the numbers now make it clear that Japanese consumers have shifted their spending habits,...
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Japan Consumer Discretionary: Benefiting from China's Downfall
Against a backdrop of plummeting exposure in China Consumer Discretionary stocks, active Global managers have pivoted towards the Japan Consumer...
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Japan Post Holdings Placement - The Final US$8bn Countdown - Shaping up Better than the Last Deal
The Japanese government plans to sell over 26% or US$8bn worth of Japan Post Holdings (6178 JP). In this note, we will talk about the updates and...
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Don Quijote: Slower Growth, Better Stores
Don Quijote remains a solid bet. At home, its staples discounting offers guaranteed growth given the buoyancy of discount demand and overseas,...
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PHC Holdings IPO Trading - Needs to Start Acting like One Company to Move Higher
PHC Holdings and its shareholders raised around US$645m, via selling a mix of primary and secondary shares in its Japan IPO. In this note, we will...
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