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Life Corp (8194 JP)
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78
Analysis
Consumer Staples
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Japan
LIFE CORPORATION operates a supermarket chain mainly in Kansai and Kanto areas. The Company sells mainly groceries, and also clothing, and household utensils.
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bullish
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Thematic (Sector/Industry)
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23 Feb 2021 21:40
2nd Emergency Means New Opportunities for Supermarkets
Japanese supermarkets suffered from genteel decline in the decade to 2020. And then Covid-19 forced everyone home, resulting in a propensity to...
Michael Causton
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198 Views
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bullish
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Yaoko Co Ltd
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29 Dec 2020 21:30
Yaoko: A Difficult 2021 Coming for Japanese Supermarkets
Yaoko is one of the best managed supermarkets in Japan but even this leading retailer is worried about the outlook for Japanese supermarkets. If it...
Michael Causton
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693 Views
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bullish
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Rakuten
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18 Dec 2020 00:50
KKR & Rakuten Ignite Online Food Battle with Seiyu Purchase
E-commerce has less than 3% share of Japanese food retailing. This will change dramatically in the next 3 years, led by Amazon but also by Rakuten...
Michael Causton
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518 Views
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bearish
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Seven & I Holdings
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26 Nov 2020 18:12
Seven & I: Still Floundering
Seven & I has tried and failed to gain a foothold in digital markets but looks to be retreating from online food just at a time when competitors...
Michael Causton
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329 Views
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bullish
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Rakuten
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17 Nov 2020 00:21
The Walmart Japan Sell Off: A Huge Gain for Rakuten
We predicted the sale of Seiyu by Walmart to Rakuten and this is now happening (with KKR funding). It is a huge step for Rakuten in the war for...
Michael Causton
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249 Views
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