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Isetan Mitsukoshi Holdings Ltd (3099 JP)
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138
Analysis
Consumer Discretionary
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Japan
Isetan Mitsukoshi Holdings Ltd. is a holding company established through a merger of Mitsukoshi and Isetan. The group operates department stores nationwide, selling clothing, foods, household goods, cosmetics and general merchandise.
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bearish
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Thematic (Sector/Industry)
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06 Jul 2021 21:20
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...
Michael Causton
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214 Views
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bearish
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J Front Retailing
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18 May 2021 15:00
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...
Michael Causton
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194 Views
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bullish
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Quantitative Analysis
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08 May 2021 05:50
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...
Brian Freitas
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370 Views
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bearish
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Thematic (Sector/Industry)
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17 Feb 2021 18:08
Japan's Department Store Sales Drop to 1975 Levels
Department stores have been hit hard by the current crisis but were struggling before that. As a result, sales have fallen to 1975 levels. Sales...
Michael Causton
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254 Views
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bearish
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Seven & I Holdings
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17 Feb 2021 17:55
Seven & I to Close Barney’s New York Shinjuku
Seven & I has struggled to make any of its acquisitions work. Barney's NY is just one of them along with Sogo Seibu and others. Seven & I should...
Michael Causton
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225 Views
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