Retail Ranking FY2017-18: Winners and Losers in Japanese Retailing
JapanConsuming’s retail ranking for FY2017 has now been compiled, and the results show that the retail industry enjoyed another extremely good year...
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Japan: Relative Price Score Short Portfolios
RELATIVE PRICE SCORE SHORT PORTFOLIOS - Our recent insight Japan: Most Overbought & Most Oversold - The Relative Price Score introduced our...
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Izumi and Seven & I Join Forces to Foil Aeon
Seven & I Holdings Co Ltd (3382 JP) and Izumi Co Ltd (8273 JP) are so worried about Aeon that they have decided to join forces. Seven & I...
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Focus on Outperforming EAFE SMID-Caps
Developed international equities (MSCI EAFE) have been underperforming relative to global equities (MSCI ACWI). However, within EAFE, SMID-caps...
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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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