Japan Department Stores 2018: Some Growth Again and Even Real Profits – Part I
Department stores bounced back last year, and in some regions had a party, with sales at stores in Osaka alone up 6.6%. Overall, of course, sales...
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Takashimaya(8233): ASEAN Projects and Inbound Sales Offer Positive Long-Term Growth Outlook
As far as the history of Japanese department stores goes, Takashimaya (8233 JP) is one of the newer stores in the country despite being founded...
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EM and ACWI Showing Decisive Breakdowns - Metals & Miners Still Attractive
Global markets have deteriorated considerably over the past couple weeks. The MSCI EM index has decisively broken down below the 60,000 major...
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E-Commerce in Japan 2017-2022: Relentless Expansion Means Upheaval in Consumer Goods Distribution
E-commerce sales grew just under 10% in 2016 at the most conservative estimate, and we expect double digit growth for at least the next five...
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BBSP - Equity Asia Weekly Research
THE MAIN IDEA (Relative Value Approach in USD Terms)Long-Term Allocation (Strategic view) Relative Value vs MXAP in USD terms NIKKEI/MXAP:...
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