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...
230 Views
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...
314 Views
Fast Retailing: Additional 20% Downside Is Possible As Growth Breaks Down in Uniqlo International
With Uniqlo International’s growth struggling to get going after the South Korea boycott, Hong Kong protests and COVID-19, we were expecting a...
370 Views
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,...
233 Views
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...
333 Views