Japan Inbound Traffic Down 93% in March but Arrivals Spend and Spend
Inevitably, inbound tourist numbers plummeted in March which meant that spending overall also collapsed. The good news, though, is that those who...
185 Views
Global Equity Rally Losing Upside Momentum
The global rally appears to be losing steam as the bearish rising wedge patterns we highlighted last week in the MSCI ACWI, ACWI ex-US, EM, and...
404 Views
Japanese Drugstores: With Maturity Comes Marriage
The following is an in-depth review of the drugstore sector and the impact of the Cocokara Fine and Matsukiyo merger on other key drugstore stocks,...
401 Views
🇯🇵 JAPAN • Results & Revisions Daily Roundup - 10th February ▲7003 8802 2433 ▼6965 9989 6324
10TH FEBRUARY ROUNDUP - 189 results and 93 revision announcements had little impact on our aggregate Scores, although decliners still outweighed...
282 Views
Cocokara/MatsuKiyo - Disappointing But Not Disappointing
On 26 April 2019, just before the start of the Golden Week holiday, Matsumotokiyoshi Holdings Co (3088 JP) (hereafter "MatsuKiyo" or "MK") and...
545 Views