Matsukiyo-Cocokara Merger Heralds New Era for Drugstores
The merger of Matsukiyo and Cocokara will force further consolidation through M&A in the drugstore sector as regional powerhouses begin to clash as...
274 Views
Asia Short Interest: Kuaishou, JD Health, Xiaomi, 7&I, Monex, Rakuten, Hynix, Hyundai, Fitipower
The Insight looks at large short interest movements across HK, Japan, Korea and Taiwan stocks and highlights large increases/decreases in shorts to...
360 Views
2021 High Conviction Update: 34% More Upside Short-Term Is Not Impossible
Even though it appears that the short-term mispricing is mostly corrected after a 44% increase in the share price, we believe there is more upside...
569 Views
Tip of the Iceberg: Omnichannel 50% of Japan Retail in 2025
We have compiled a unique ranking of the top 50 E-commerce retailers in Japan and provide an analysis of winners and losers among retailers now and...
247 Views
E-Commerce Penetration Increasing in All Retail Categories
A review of online market share in all key consumer categories in Japan, with forecasts for e-commerce market share to 2025 –the sharp growth will...
229 Views