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Pan Pacific International Holdings (7532 JP)
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218
Analysis
Consumer Discretionary
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Japan
Pan Pacific International Holdings Corporation operates discount stores which sell consumer electronics, daily necessities, groceries, watches, and sporting goods. The Company mostly operates small scale stores based in Tokyo.
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bullish
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Thematic (Sector/Industry)
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01 Jul 2019 02:02
Winners and Losers in Japanese Retailing in the Next 5-10 Years
In a previous Insight, we detailed the reasons why Japanese consumer markets will face the biggest upheaval in the last 50 years, if not ever. As...
Michael Causton
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524 Views
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bullish
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Thematic (Sector/Industry)
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01 Jul 2019 01:57
Japanese Retailing: The Big Disruption – and Opportunity – in the Next 5 Years
Retailing in Japan is about to enter a period of unprecedented change – the biggest disruption in its history. The causes are threefold: population...
Michael Causton
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569 Views
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bearish
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Thematic (Sector/Industry)
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27 Jun 2019 23:56
Japanese GMS Chains Need to Differentiate to Survive and Donki (7532 JP) Leads the Way
GMS (General Merchandise Store) chains have a bleak future in Japan – at least if they stick to their current form – and the latest annual results...
Michael Causton
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483 Views
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bullish
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Grocery Outlet Holding Corp
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18 Jun 2019 19:18
Grocery Outlet Holding Corp IPO: Deep Discount Store at a Not So Deep Discounted Price
Grocery Outlet Holding Corp (GO US) is an extreme value retailer, predominantly based out of the west coast of the US. As of March 2019, the...
Oshadhi Kumarasiri
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691 Views
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bullish
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Thematic (Sector/Industry)
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06 Jun 2019 22:52
Japan Consumption Trends: Lots of Savings for Good Brands and Retailers to Tap Into
Japanese wages and salaries finally began to rise in 2017, and consumption expenditure picked up in 2018 but, at the same time, consumer confidence...
Michael Causton
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644 Views
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