Japan Convenience Stores Still Innovating in a Saturated Market
The following is an in-depth review of the Japanese convenience store (CVS) sector and, in particular, the top three players, Seven Eleven (Seven...
933 Views
Better-Than-Expected Business Expansion from Property Developments, Lifting JRW's FVE to JPY 8,200
We are increasing the fair value estimate of West Japan Railway, or JRW, to JPY 8,200 per share from JPY 7,200 per share previously, representing...
127 Views
Most Popular and Unpopular Japanese Sectors over Last 2 Weeks....
We have decided to split our coverage of Analyst Upgrades and Downgrades into Japan only and Asia -ex Japan. We track changes in recommendations...
1.7k Views
Clouds Ahead for Foreign Aircraft Sales in China?
Aircraft manufacturers Airbus and Boeing are bullish about sales prospects in Asia, but is it a bit too early to write off China's aerospace...
258 Views
The Week That Was in NorthAsia@Smartkarma - Jelly Drinks, Dental Implants, & Tires
This is the inaugural report of "The Week That Was in North Asia@Smartkarma. This is a collaborative report among Travis Lundy, Mio Kato, CFA,...
284 Views