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,...
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Japan Retail Highlights 2018-19: Sector by Sector and Winners in Each Sector
The following provides a snapshot guide to the performance of all the main retail sectors in Japan in 2018-19 sector by sector including winners...
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Japanese Retailing: The Big Disruption – and Opportunity – in the Next 5 Years
Retailing in Japan is about to enter a period of unprecedented change – the biggest disruption in its history. The causes are threefold: population...
583 Views
Drug-Fuelled Marriages and Macho Shachos* in Japan
The Japanese drugstore sector has been consolidating fast for a decade led by Aeon's (8267 JP) Welcia subsidiary, Tsuruha Holdings (3391 JP) and...
837 Views
Smartkarma’s Week That Was in JP/KR: Aruhi, Rakuten-Lyft, Ecopro BM, & English Annual Reports
KOSPI is up 9.4% and Nikkei is up 7.8% YTD. It has been an active first two months of 2019. Many stocks have retraced to the previous resistance...
434 Views