Consumption Trends in Japan: Rising Incomes Boosting Retailers but a Lot Going Into Savings Too
Much has been made of gradually rising wages in Japan, and this is indeed good news after 20 years of stagnation and negative growth. But while...
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Nitori: Medium-Term Plan & Consistent Performance Make 20% Decline in Price Seem Premature
Nitori Holdings Co Ltd (9843 JP) is the largest furniture and home furnishing chain in Japan with 523 stores, including 56 in overseas locations....
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Adastria Falters in Normally Strong 1Q; Turnaround Efforts Continue with Closure of Overseas Stores
In our earlier report, Adastria: Packed the Wrong Clothes for the Journey, we highlighted a number of underlying risks the company is facing and...
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Japan : Q2 Sector & Company Performance Review
DOMESTIC DEFENSIVE SECTORS ▲ GLOBAL CYCLICAL SECTORS ▼ - The Q1 trend shift away from global cyclical sectors accelerated in the second quarter...
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Don Quijote (7532) Remains a Great Long Term Winner in Japan's Retail Space.
When we wrote our BUY note back in August 2017, we concluded that the shares were certainly note cheap (20x 6/18 earnings) but this would remain a...
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