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Isetan Mitsukoshi Holdings Ltd (3099 JP)
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116
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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bullish
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Thematic (Sector/Industry)
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01 Feb 2024 11:00
Japan Retail Update: Winners and Losers as FY2023 Ends
Summary: Japan's retail sectors in 2023 saw drugstore consolidation and encroachment on supermarkets, while dept. stores and lifestyle retailing...
Michael Causton
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249 Views
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bullish
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Taiwan Semiconductor (TSMC)
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18 Nov 2023 01:40
Year-End Rally Underway; Many Bullish Reversals/False Breakdowns; Buys: Tech, Cons. Disc., RE, Steel
There is significant evidence that global equities $ACWI have bottomed, and a year-end rally has begun. It all started when we discussed that the...
Vermilion Research
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461 Views
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bullish
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TSE Tokyo Price Index TOPIX
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04 Nov 2023 00:21
Japan Bullishly Inflecting; Constructive Outlook Intact; Global Pullback Likely Over
The MSCI $ACWI briefly fell below our $90.50 support but quickly reclaimed, suggesting a false breakdown and the likely end to this pullback in...
Vermilion Research
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420 Views
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bullish
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Thematic (Sector/Industry)
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18 Oct 2023 09:00
Japan's Department Stores: Elitism Rules and There's Profit in It
Regional department stores in Japan have lost 45% of sales since 2009, while big city stores have only lost 12.8% and a new elite group of...
Michael Causton
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271 Views
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bullish
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Thematic (Sector/Industry)
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25 Jul 2023 06:47
Ohayo Japan|SPX Up Again...On Peak Rates?; NUGGET: Tokyo Steel(5423) - Green Demand Steel a Reality!
SPX up again head of Fed; Earnings. NKY Fut +0.1% vs Cash; USDJPY 141.4; Hunt for real yields as JP retail bets on high ylding currencies; BOJ may ...
Mark Chadwick
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212 Views
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