Start Today: Nice Guidance, Nice MTP, Nice Buyback, Nice 8% Bounce, But...
After opening up 14%, Start Today Co Ltd (3092 JP), closed up 8% as investors cheered bullish guidance and details regarding the company's shift in...
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E-Commerce in Japan 2017-2022: Relentless Expansion Means Upheaval in Consumer Goods Distribution
E-commerce sales grew just under 10% in 2016 at the most conservative estimate, and we expect double digit growth for at least the next five...
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Sector Capsule: Internet Retailing in Japan
Logistics is a challenging issue in internet retailing in 2017 Amazon Japan continued to lead internet retailing in 2017, accounting for a 14%...
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SG Holdings, Aruhi and Katitas IPO Reviews and a Look at Japanese Delivery Price Hikes
With three relatively large IPOs in Japan this month, we examined the prospects for SG Holdings Co Ltd (9143 JP), Katitas Co Ltd (8919 JP) and...
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Sectors Not Correlated to TOPIX - Retailing, Food & Staples Retailing, and Utilities
We recently published a piece looking at Sectors that are highly correlated to TOPIX. In the piece, we highlight the other side. Sectors that are...
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