Japanese Retailing 2021-22: What's Really Going on and What's Next?
There is increasing divergence between the winners and losers in Japanese retailing and the following in-depth review looks at performance in the...
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Seven & I: The Biggest Barrier to Change Has Gone
Activist investors complain about the lack of change at Seven & I but fealty to the founder was always stronger. That has now gone and a lot of...
310 Views
Japan's Fashion Sector 2023: Recovery Complete for Some as the Sector Looks Forward
Apparel sector's recovery in 2022 was uneven. Tourism and domestic demand are expected to boost 2023-24 sales, but pricing pressure is widening...
290 Views
Aso Corp Running at Kosaido (7868)
Kosaido has been a "pet" of mine since the Bain-led MBO led to a Murakami activist opposition, a bumped then broken deal, and then a change in...
343 Views
Kosaido (7868): A Story Being Told, A Story Being Bought
At the end of 2018, Kosaido Co Ltd (7868 JP) shares were trading well below ¥400/share, hitting a two-year low at ¥329/share on Christmas day as...
499 Views