Sectors Not Correlated to TOPIX - Retailing, Food & Staples Retailing, and Utilities
We recently published a piece looking at Sectors that are highly correlated to TOPIX. In the piece, we highlight the other side. Sectors that are...
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Consumer Foodservice in Japan
Fast food drives improved performance Growing emphasis on domestically produced ingredients Convenience stores strengthen their...
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What Will Amazon Buy Next? Anything in Australia/Asia?
In this note, we look at the potential acquisition opportunities for Amazon. We believe Amazon is likely to make further purchases on top of the...
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Lawson's 1Q Results Fell Short of Expectation; Investment Efforts Not Yet Yielding Results
Lawson’s first-quarter results appear to fall short of the company’s target although the company claimed that earnings were in line with its...
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Stock Picking Does Not Matter in Financials but Does in Retail Trade......
I have always wondered why there were Bank Analysts in Japan. The correlations between the different names are so high that it just does not really...
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