Consumer Foodservice in Japan
Fast food drives improved performance Growing emphasis on domestically produced ingredients Convenience stores strengthen their...
294 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...
1.8k Views
Zen at the Top? Tough when You Have Low Single Digit Growth and Stiff Competition!
Zensho’s share price has rallied 28% this year was fuelled by the high increase of 68% in the operating profit on the 2Q of 2017 Fiscal year end. ...
1.4k Views
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
TOYOTA AA-SHARES: Happy Now? 6-10yrs of dividend differentials paid in fees to Nomura
Toyota completed the sale of the first tranche of its Model AA Shares this week, selling 47.1mm AA-shares for 499.1658bn yen, a price of JPY 10,598...
472 Views