2022 High Conviction – Plenty of Growth Avenues for Mercari, the Apple of CtoC Services
Mercari is much, much more than its CtoC platform and will emerge as a pivotal part of Japan's consumer goods/services/finance distribution system...
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Oisix Fundamentals Strong Base for Future Premium Online Food Leadership
Japan's online food market has less than 3% share but will grow fast in the next 3 years as both consumers and retailers adapt. Oisix is brilliant...
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Stock Ideas from Data Mining Technical Publications: A Look at 5G
5G connectivity is expected to spawn new business and services across sectors. We review the technological positioning of companies competing in...
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Convenience Stores: First Decline in 50 Years
For any investor in Japan's consumer staples sector, the convenience store sector is a key component. The following is an in-depth analysis of the...
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Japan Post Holdings Placement - The Final US$8bn Countdown - Past Deal Didn't Do Well
The Japanese government plans to sell over 26% or US$8bn worth of Japan Post Holdings (6178 JP). The selldown was originally slated for 2019.
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