The Polarising Pandemic in Japanese Retail
A complete review of the Japanese retail sector in the last 18 months, format by format, category by category, providing key trends and winners &...
296 Views
Isetan-Mitsukoshi Targets Wealthy
Japan's department stores are in trouble and Isetan-Mitsukoshi remains one of the least profitable. It has a new plan but it will take a decade to...
204 Views
The Japanese Department Store Debacle
The Japanese department sector has been in retreat for a long time but the decline accelerated from the start of Covid. Unfortunately, an end to...
216 Views
J Front to Focus on Real Estate
J Front Retailing is the most diversified of the main dept. store operators. Even then however, its main assets are all in city centres and will...
197 Views
Asia Shorts: BYD, Ping An, Toshiba, Rakus, Aeon, Celltrion, LG Display, SK Chem, Novatek, Yang Ming
The Insight looks at large short interest movements across HK, Japan, Korea and Taiwan stocks and highlights large increases/decreases in shorts to...
370 Views