ENTITY
Recruit Holdings

Recruit Holdings (6098 JP)

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Analysis
IndustrialsJapan
Recruit Holdings Co. Ltd. operates information providing services in human resource, housing, bridal, travel, restaurants, beauty, automobiles, and education and more. The company also operate staffing services and advertising business.
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31 Oct 2016 10:53

Container Shipping - "Survival" M&A In Full Swing, Japanese Big 3 Merge Container Operations

We have earlier argued that the current M&A in the container shipping industry is about "Survival" and not "Growth". This morning from...

21 Oct 2016 08:43

Structural Reform III: Evidence of Bad Luck over Poor Policy

Room for small hope amid bleak Japanese policy reform recordUntil now, our analysis of Japanese structural reform, centred upon raising Japanese...

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12 Oct 2016 12:32

Structural Reform I: The Japanese Financial Sector

In Why Overcoming Deflation Is Not Enough Part III: Corporate Governance, we argued that corporate governance is pivotal to successful structural...

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21 Sep 2016 09:03

ANIMAL SPIRITS™ REPORT: Japan Equity Market Outlook - Escaping The Value Trap

Investment Conclusions We are currently "neutral" in our view on Japan in global developed market portfolios but "underweight" in our APAC...

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15 Sep 2016 17:44

DMER - Maritime Financial Insights - September 2016

• Credit markets: Global yields drifted lower in recent months, thanks to the low interest rate environment, ongoing stimulus imposed by the ECB as...

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