Japan Department Stores: Transformation Amidst a Recovery
Department stores in Japan have rebounded to close to 2019 levels but the sector as a whole will return to genteel contraction once reached. Within...
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Japan's Retailers, Hotels, Carriers Rejoice: Domestic Tourism Surges and Inbound Traffic Rises
Tourism is back in Japan, both domestic and inbound. We outline some of the key beneficiaries and expectations for a return to 2019 levels by next...
362 Views
Japan's Department Stores: Radical Contraction Still to Come if Sector Is to Survive
Japan's department stores are in trouble and were well before the pandemic but their outlook is much worse now. Major changes are required, not...
366 Views
Asia Shorts: Alibaba, CMB, Tencent, Anta, Shiseido, Odakyu, Keio, NC Soft, LGD, SK Tel, Evergreen
The Insight looks at movements in short interest across HK, Japan, Korea and Taiwan stocks and highlights large increases/decreases in shorts to...
216 Views
Asia Shorts: Meituan, Geely, Kuaishou, COLI, Toshiba, Freee, NCSOFT, SK Tel, Yang Ming, Wan Hai, EMC
The Insight looks at large short interest movements across HK, Japan, Korea and Taiwan stocks and highlights large increases/decreases in shorts to...
272 Views