H2O (8242) Buy the Dip
H2O released 3/18 results yesterday. They slightly beat expectations. Sales came in at Y921bn (+2%) vs. the forecast of Y915bn and operating profit...
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Isetan-Mitsukoshi: Restructuring Moves
Storied Japanese department store chain Isetan Mitsukoshi Holdings (3099 JP) is the largest market cap department store chain remaining listed in...
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H2O (8242) - Department Store Sales Finally Recovering
First quarter sales fell 1% to Y212.3bn but operating profit rose 20% to Y3.6bn. Whilst sales fell slightly short due to weaker than expected sales...
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I'm Back with New and Hopefully Better Thoughts (Japanese Automotive Industry)
I am back to the research space after 5 years of field work. Over 15 years' sell side experience was not sufficient on a real...
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Trump Victory Brings Uncertainty to Auto Sector Around U.S. Trade Agreements
Many automotive stocks declined on the morning of Nov. 9 on fear of a Donald Trump presidency. We think selling for now is due to massive...
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