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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Start Today (3092 JP): Calling the Bluff on Forecasted Growth
While Start Today Co Ltd (3092 JP) has been covered extensively by my colleague Mio Kato, CFA (click here), in this report we will focus on the...
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Adastria: Packed the Wrong Clothes for the Journey
Company OverviewAdastria Co Ltd (2685 JP) is a Japanese casual fashion chain with 26 brands and 1,500 stores (1,375 in Japan and 125 globally). The...
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BIC Camera Scores on Store Locations; Now It Needs To Draw More Tourists To Buoy Revenue Growth
While we think BIC Camera is better suited to tap growth compared to its compatriots in the electronic retail sector, the near-50% rise in its...
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