A Stallion in “Donki” Clothing?
If you have strolled along Bunkamura-dori in Shibuya recently, it is unlikely that you would have missed the colossal yellow "MEGA" sign on a...
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Fixed Price 100 Yen Shops Bask in Growing Discount Economy in Japan
The continuation of the ‘Great Wage Squeeze’ in Japan over the past two decades means more households have found it harder to make ends meet. The...
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Most Seasonally Volatile Names and What to Expect in April.....
It has always fascinated me that in Japan price performance can be so seasonal. Take Toyota Motor Corp (7203 JP) for instance, over the last 30...
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Launching Coverage of Don Quijote With Narrow Moat and Stable Moat Trend Ratings; FVE of JPY 5,600
We initiate coverage of Don Quijote Holdings Co Ltd (7532 JP), or Donki, with a fair value estimate of JPY 5,600, and assign it narrow moat and...
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The Week That Was in NorthAsia@Smartkarma: Toshiba, a Failed Block Trade, and the Samsung Verdict
This week has been a relatively "slow week" with many people on holidays across the region but plenty to hold one's interest on Smartkarma. A...
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