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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Sector Capsule: Department Stores in Vietnam
Department stores recorded current value growth of 15% in 2017, to reach VND8,326.1 billion Department stores are in intense competition for...
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Isetan-Mitsukoshi: Restructuring Moves
Storied Japanese department store chain Isetan Mitsukoshi Holdings (3099 JP) is the largest market cap department store chain remaining listed in...
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I'm Back with New and Hopefully Better Thoughts (Japanese Automotive Industry)
I am back to the research space after 5 years of field work. Over 15 years' sell side experience was not sufficient on a real...
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Trump Victory Brings Uncertainty to Auto Sector Around U.S. Trade Agreements
Many automotive stocks declined on the morning of Nov. 9 on fear of a Donald Trump presidency. We think selling for now is due to massive...
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