🇯🇵 JAPAN • Results & Revisions 12/25 - Nitori & Takashimaya
We resume our results & revision updates after a Christmas break. Friday's best and worst pair are retailers Nitori (9843 JP) and Takashimaya...
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Japan's Department Stores in 2020: The Biggest Crisis Since World War II
Japan's department store sector will continue to contract so it is right to be bearish on the sector. However, the clear out will allow some firms...
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🇯🇵 JAPAN • Results & Revisions 6th July - Man(I) Overboard!
Mani (7730 JP) - Medical instrument maker Mani had warned at the time of their interim results of a poor second half, and their third-quarter...
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Isetan-Mitsukoshi Losses Rising
Department stores are under unprecedented pressure. Most stores in Tokyo were entirely closed for April with just a few food services available in...
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🇯🇵 JAPAN - Stress Tests Part 3 - Inventory, Fixed Asset & Free Cash Flows
FROM OPERATING TO FINANCING CASH FLOWS - Having examined Operating Cash Flow in our previous Insight, we shall look into the 'stressors' between...
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