Expert on Japan Retail and Consumer Markets, JapanConsuming

Michael Causton

Expert on Japan Retail and Consumer Markets

Real Insight on Japanese Consumer Markets

JapanConsuming

JapanConsuming is a specialist research firm producing intelligence on Japanese retail and consumer markets. Founded in 2000, JapanConsuming has become the leading provider of insights on Japanese retailers and consumer trends to retailers, brands, government agencies and investors. As well as a highly regarded monthly report on the market, JapanConsuming produces in-depth reports on retail sectors, seminars on key trends and telephone consulting to investors on trends and retailers.

JapanConsuming was founded by Michael Causton and Roy Larke. 

Thematic (Sector/Industry)

<ul>
<li>New regulations due in April are forcing Japan’s logistics industry to evolve rapidly and seek efficiencies to offset a drastic shortage of drivers.</li>
<li>Most firms are aware of the long-term gains that removing inefficiencies in the current system will lead to and should result in improved operating margins.</li>
<li>The government announced new support policies and many consumers say they are willing to accept slower deliveries, which should lower costs for e-commerce.</li>
</ul>


New regulations due in April are forcing Japan’s logistics industry to evolve rapidly and seek efficiencies to offset a drastic shortage of drivers.
Most firms are aware of the long-term gains that removing inefficiencies in the current system will lead to and should result in improved operating margins.
The government announced new support policies and many consumers say they are willing to accept slower deliveries, which should lower costs for e-commerce.


Better Logistics, Slower Shipping, Lower Costs, Higher Profits

Japan Specialist

Mark Chadwick

<ul>
<li>Overseas: SPX -1.2%, Nasdaq -1.9%; Nasdaq now officially in correction mode; Meta warned of advertising softness</li>
<li>Today: NKY Futs -0.1% v cash. JPY150.4; Denso to spend $3b on semicons by 2030; KHI revises down on P&amp;W engine losses</li>
<li>JapanX: Mitsubishi Heavy Industries and its subsidiaries are pioneering CO2 liquefaction from gas engine generators, advancing carbon neutrality goals and carbon capture technologies</li>
</ul>


Overseas: SPX -1.2%, Nasdaq -1.9%; Nasdaq now officially in correction mode; Meta warned of advertising softness
Today: NKY Futs -0.1% v cash. JPY150.4; Denso to spend $3b on semicons by 2030; KHI revises down on P&amp;W engine losses
JapanX: Mitsubishi Heavy Industries and its subsidiaries are pioneering CO2 liquefaction from gas engine generators, advancing carbon neutrality goals and carbon capture technologies


Ohayo Japan | Tech Tumbles; MHI Develops Co2 Liquefaction

<ul>
<li>OVERSEAS:  SPX -0.6% as Tech leads Tuesday's decline; Inflation concerns continue to weigh; UAW vs Detroit Big 3 discussion continue - strike deadline draws close; Fund managers avoid China. </li>
<li>JAPAN:  NKY Futs -0.6% Disc vs Cash; USDJPY 1471; Cabinet reshuffle day - changes in Defense and Foreign Affairs; GTX engine issue shocks Japanese partners;  Street upgrade Galore !</li>
<li>JAPAN X: Reports are that SoftBank is Explores New York Listing for PayPay Amid Rising Tech Valuations. With ARM (effectively) done and dusted, Softie likely turns to a PayPay listing</li>
</ul>


OVERSEAS:  SPX -0.6% as Tech leads Tuesday's decline; Inflation concerns continue to weigh; UAW vs Detroit Big 3 discussion continue - strike deadline draws close; Fund managers avoid China. 
JAPAN:  NKY Futs -0.6% Disc vs Cash; USDJPY 1471; Cabinet reshuffle day - changes in Defense and Foreign Affairs; GTX engine issue shocks Japanese partners;  Street upgrade Galore !
JAPAN X: Reports are that SoftBank is Explores New York Listing for PayPay Amid Rising Tech Valuations. With ARM (effectively) done and dusted, Softie likely turns to a PayPay listing


Ohayo Japan: Tech Leads US Equity Decline; JAPAN X: Softbank's ARM Done(Almost), PayPay IPO Next?

<ul>
<li>OVERSEAS: SPX rebounded on Monday with 9/11 Sectors positive; Tesla up 10% on upgrade from Morgan Stanley; Tech strong ahead of Apple's Event - expectations high; China stablilizing. </li>
<li>JAPAN: NKY Futs -0.1% vs Cash; USDJPY 146.6; JP yields rise; yen strengthens and Banks Rally as Ueda hints at normalization; This time is different:  WSJ on Japan </li>
<li>JAPAN X: Japan Equities: Is This Rally Different? We generally worry when the FT, WSJ jump on the Japan bandwagon - generally the top. However, the hard data is supportive..</li>
</ul>


OVERSEAS: SPX rebounded on Monday with 9/11 Sectors positive; Tesla up 10% on upgrade from Morgan Stanley; Tech strong ahead of Apple's Event - expectations high; China stablilizing. 
JAPAN: NKY Futs -0.1% vs Cash; USDJPY 146.6; JP yields rise; yen strengthens and Banks Rally as Ueda hints at normalization; This time is different:  WSJ on Japan 
JAPAN X: Japan Equities: Is This Rally Different? We generally worry when the FT, WSJ jump on the Japan bandwagon - generally the top. However, the hard data is supportive..


Ohayo Japan:  SPX Rebounds - Tesla Leads; JAPAN X: Japan Equities: Is This Rally Different?

<ul>
<li>OVERSEAS: Chinese Ban on iPhone weighs on US Equity Sentiment;  Tech, to no one's surprise, hit hard, with Nasdaq100 -0.7% SOX -2%; Initial Jobless Claims drop - fuels inflation fears</li>
<li>JAPAN: NKY Futs -0.9% vs Cash; USDJPY 147.3; Kishida to reschuffle Cabinet as early as next week;   HA-2 Moon Rocket Successful Launch.; More rumors on Switch 2</li>
<li>JAPAN X: Unveiling the Future: Nintendo's Switch 2 Rumors ? or  Reality ? Seems like Reality. Likely not a smart move to go bearish on Nintendo ! Watch this space.  </li>
</ul>


OVERSEAS: Chinese Ban on iPhone weighs on US Equity Sentiment;  Tech, to no one's surprise, hit hard, with Nasdaq100 -0.7% SOX -2%; Initial Jobless Claims drop - fuels inflation fears
JAPAN: NKY Futs -0.9% vs Cash; USDJPY 147.3; Kishida to reschuffle Cabinet as early as next week;   HA-2 Moon Rocket Successful Launch.; More rumors on Switch 2
JAPAN X: Unveiling the Future: Nintendo's Switch 2 Rumors ? or  Reality ? Seems like Reality. Likely not a smart move to go bearish on Nintendo ! Watch this space.  


Ohayo Japan|China's Apple Ban Hits Equities; JAPAN X: Nintendo's Switch 2 Prospects in 2024 ?

Japan

Mitsubishi Heavy Industries, Ltd. is a comprehensive heavy machinery maker. The Company manufactures machinery, ships, turbines and engines, prime movers, aircrafts, and machine parts for military and commercial use.  Mitsubishi Heavy Industries also researches and develops nuclear power plants.

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Mitsubishi Heavy Industries (7011 JP)

Better Logistics, Slower Shipping, Lower Costs, Higher Profits

Japan's distribution industry is adapting to new regulations due in April, addressing driver shortages and resulting in new efficiencies that will...

Michael Causton

Ohayo Japan | Tech Tumbles; MHI Develops Co2 Liquefaction

Nasdaq enters correction mode, Meta warns of advertising softness. Japan's Mitsubishi Heavy Industries pioneers CO2 liquefaction from gas engine...

Mark Chadwick

Ohayo Japan: Tech Leads US Equity Decline; JAPAN X: Softbank's ARM Done(Almost), PayPay IPO Next?

SPX declines lead by Tech; JAPAN: NKY Futs -0.6% Disc vs Cash; USDJPY 1471; Cabinet reshuffle day - changes in Defense and Foreign Affairs; GTX...

Mark Chadwick

Ohayo Japan: SPX Rebounds - Tesla Leads; JAPAN X: Japan Equities: Is This Rally Different?

SPX rebounds with Tesla leading; NKY Futs -0.1% vs Cash; USDJPY 146.6; JP yields rise; yen strengthens and Banks Rally as Ueda hints at...

Mark Chadwick

Ohayo Japan|China's Apple Ban Hits Equities; JAPAN X: Nintendo's Switch 2 Prospects in 2024 ?

China Ban Weighs on Apple, Tech Space; NKY Futs -0.9% vs Cash; USDJPY 147.3; Kishida to reschuffle Cabinet as early as next week; HA-2 Moon...

Mark Chadwick

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Better Logistics, Slower Shipping, Lower Costs, Higher Profits

​Japan's distribution industry is adapting to new regulations due in April, addressing driver shortages and resulting in new efficiencies that will...

Michael Causton

Ohayo Japan | Tech Tumbles; MHI Develops Co2 Liquefaction

​Nasdaq enters correction mode, Meta warns of advertising softness. Japan's Mitsubishi Heavy Industries pioneers CO2 liquefaction from gas engine...

Mark Chadwick

Ohayo Japan: Tech Leads US Equity Decline; JAPAN X: Softbank's ARM Done(Almost), PayPay IPO Next?

SPX declines lead by Tech; JAPAN: NKY Futs -0.6% Disc vs Cash; USDJPY 1471; Cabinet reshuffle day - changes in Defense and Foreign Affairs; GTX...

Mark Chadwick

Ohayo Japan: SPX Rebounds - Tesla Leads; JAPAN X: Japan Equities: Is This Rally Different?

SPX rebounds with Tesla leading; NKY Futs -0.1% vs Cash; USDJPY 146.6; JP yields rise; yen strengthens and Banks Rally as Ueda hints at...

Mark Chadwick

Ohayo Japan|China's Apple Ban Hits Equities; JAPAN X: Nintendo's Switch 2 Prospects in 2024 ?

China Ban Weighs on Apple, Tech Space; NKY Futs -0.9% vs Cash; USDJPY 147.3; Kishida to reschuffle Cabinet as early as next week; HA-2 Moon...

Mark Chadwick

Japan's distribution industry is adapting to new regulations due in April, addressing driver shortages and resulting in new efficiencies that will...

Nasdaq enters correction mode, Meta warns of advertising softness. Japan's Mitsubishi Heavy Industries pioneers CO2 liquefaction from gas engine...