JPX Nikkei 400 Index Rebalance: Big Turnover, Big Impact & A Market Consultation
There are 41 adds and 40 deletes for the JPX NK 400 Index. One-way turnover is high at 8.16% and will result in a trade of JPY 468bn. There will be...
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The Japanese Department Store Debacle
The Japanese department sector has been in retreat for a long time but the decline accelerated from the start of Covid. Unfortunately, an end to...
206 Views
🇯🇵 JAPAN • Results & Revisions 03/29 - Arcland, Organo & Keihan
Of Monday's three results, Arcland Sakamoto (9842 JP) stands out but is driven by the LIXIL VIVA acquisition. The FY22 forecasts are conservative...
215 Views
🇯🇵 JAPAN • Results & Revisions 03/26 - Demae-Can, Life, Odakyu Electric Railway
Of Friday's seven results announcements, only Demae-Can (2484 JP) saw a significant decline in profitability - they continue to 'make it up on...
171 Views
Japan's Department Stores in 2020: The Biggest Crisis Since World War II
Japan's department store sector will continue to contract so it is right to be bearish on the sector. However, the clear out will allow some firms...
336 Views