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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
•
Thematic (Sector/Industry)
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15 Feb 2023 10:00
Outlook for Japanese Retail in 2023
Most Japanese retailers can look forward to a good year in 2023 but there will be challenges for formats like supermarkets where consolidation is...
Michael Causton
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288 Views
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bullish
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Thematic (Sector/Industry)
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14 Feb 2023 01:20
Inbound Tourism up 50%, Spending Almost at 2019 Levels
Of course inbound tourism will rebound in Japan in 2023 but spending per visitor may well exceed 2019 levels due to the weak Yen and full wallets....
Michael Causton
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245 Views
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bullish
•
H2O Retailing
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30 Jan 2023 20:19
Japanese Department Stores: An Opportunity to Trade FQ3 Earnings This Week
Japanese department stores, especially the ones reporting 3QFY23 this week are having a good time after many years. With costs falling back towards...
Oshadhi Kumarasiri
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256 Views
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bullish
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Thematic (Sector/Industry)
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18 Jan 2023 06:00
Luxury Boost for Japan's Department Stores
Japan's department store decline is overshadowing some resurgence in sales and, above all, profit among the better managed firms. Strong brands and...
Michael Causton
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328 Views
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bullish
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Thematic (Sector/Industry)
•
12 Dec 2022 18:43
Japan's Retailers, Hotels, Carriers Rejoice: Domestic Tourism Surges and Inbound Traffic Rises
Tourism is back in Japan, both domestic and inbound. We outline some of the key beneficiaries and expectations for a return to 2019 levels by next...
Michael Causton
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358 Views
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