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...
318 Views
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...
702 Views
Japanese Policy Measures Likely to Be Ramped up Ahead of July Elections
* The BoJ's move to negative rates failed to calm markets and may have exacerbated the sell-off* There are however strong reasons for expecting...
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