Japanese Laggard Opportunity #1: Kato Sangyo (9869 JP)
Kato Sangyo is an attractive laggard opportunity with net cash and strong growth. We forecast it shareholder returns of ~10% in 2024 via combo of...
Major Japan Wholesalers up 2.8% in 2021, but Problems Looming
Wholesalers in Japan had a good year last year. The biggest firms like Medipal may prosper but there are challenges for the sector which could...
TOPIX FFW Transition - Big Flows from April to June
Changes to the Topix FFW methodology will result in a turnover of 2.87% & trade of ¥2,285bn from April to June. There is a lot to trade on some...
Japan Wholesaling: Higher Sales but Digital Shift Will Decimate Smaller Firms
Japan's large wholesalers continue to provide a high value service that massages relationships in the supply chain.The top companies had yet...
December 2016 Review of Current Developments in Japan's Economy
"Nikkei CPINow" is a statistical database produced by Nowcast Inc. that provides real-time economic statistics using so-called “big data”...
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