BBSP Equity Asia Weekly Research - 23 May 2018
THE MAIN IDEA(Relative Value Approach in USD Terms)Long Term Allocation (Strategic view) Relative Value vs MXAP in USD terms• NIKKEI/MXAP: Long...
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Sector Capsule: Fast Food in Japan
3% current value growth, 2% transaction volume growth and 1% outlet volume growth from 2016 to reach JPY4,986.4 billion, 6.8 billion transactions...
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Tourism and New Stores Drive Donki's Revenue in 3Q
Don Quijote Holdings Co Ltd (7532 JP) announced their 3Q results yesterday, posting YoY revenue growth of 18.8% while OP growth remained flat. For...
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Mercari Inc: The Hunt for Discounts Gives Birth to a Unicorn - I
Company OverviewIn just three years, Mercari Inc was billed a “Unicorn” – the first and only one in Japan. The company, which was started in...
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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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