StubWorld: Iljin, Alliance Global, H2O/Toho, Daewoong, Silicon Integrated/United Micro, Ayala
This week in StubWorld ... A change of pace with RV bifurcations having settled down (somewhat) from a month ago: a quick read through on three...
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Japanese Drugstores: With Maturity Comes Marriage
The following is an in-depth review of the drugstore sector and the impact of the Cocokara Fine and Matsukiyo merger on other key drugstore stocks,...
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StubWorld: Holdcos At 3 STD+
This week in StubWorld ... For a slight change of pace, I briefly touch on three Holdco structures - two at setup levels, one at an unwind level -...
588 Views
🇯🇵 JAPAN • December Company Relative Price Scores - Opportunities in the Outliers
• RELATIVE PRICE SCORE - COMPANIES • COMPANY RELATIVE PRICE SCORE OUTLIERS - The Relative Price Score (RPS) is a measure of price performance...
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Japanese Department Stores 2018-19: Taking New Risks Creates Opportunity
The department store sector witnessed a small drop in sales in FY2018 but, considering the large number of closures and conversions, this was a...
515 Views