Drugstores in Japan: Winners and Losers
Japan's drugstore sector continues to grow but only a few retailers will emerge as winners as competitors carve out greater market share.
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Japanese Drugstores: The Best Retail Bet Japan Has
Japan's drugstore sector has been written off by many leading analysts in the past. They were wrong then and are wrong now. The sector has plenty...
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Japan Tourism | A Journey of a Thousand Miles Begins with a Single Step
The Japanese policy of opening up its borders to tourists is starting with a single step. But the direction of travel is clearly beneficial to...
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Japan's Governance: About an Article on Matsukiyo Cococala & Co.
The Nikkei Shimbun published an article titled "Matsukyo Cococala & Co. 6 Months After Inauguration, Integration Effects Begin Here," and I would...
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MatsukiyoCocokara (3088) | Triple Booster of Merger Synergies, Domestic Recovery, & Tourism
Matsukiyo is already starting to benefit from merger synergies with Cocokara. We see further upside to earnings from a domestic recovery in...
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