Daily Brief Thematic (Sector/Industry): Good Morning Japan |EQUITY SELL OFF Ahead of NFP-Banks Bear Brunt; NUGGET: Nissan - Its Worse ! and more

In today’s briefing:

Good Morning Japan |EQUITY SELL OFF Ahead of NFP-Banks Bear Brunt; NUGGET: Nissan – Its Worse !
Japanese E-Commerce Big Review: Still Taking Market Share as Omnichannel Becomes the Norm
Energy Storage: The Missing Piece for the Energy Transition

Good Morning Japan |EQUITY SELL OFF Ahead of NFP-Banks Bear Brunt; NUGGET: Nissan – Its Worse !

OVERSEAS. Equity Risk-off ahead of NFP; Banks hit on default risk worries and Silvergate Collapse; Bitcoin hit hard (Silverate); Aggressive GM restructuring
JAPAN. NKY Futs -2.2% vs Cash; USDJPY Strengthens to 136.1 as pare risk ahead of Kuroda’s final policy decision today; MORE ACTIVIST WINS-Massive buyback from DNP; Seven & I Restructuring.
NUGGET. NISSAN, TAKING IT FROM ALL ANGLES. Nissan’s bonds downgraded to junk this week; but its worse than you think..company faces serious headwinds.

After stellar growth in 2020, the e-commerce market grew much slower in 2021 but still outpaced all other channels and set the second highest increase in four years.
At this rate, by 2025 e-commerce should become the largest retail channel, overtaking chain stores.
Japan’s easy access to retail stores means shops aren’t about to disappear anytime soon and Japan will become a model for omnichannel retailing with stores still playing a key role.

Due to the fluctuating levels of energy produced on an hourly basis by renewable energy sources, energy storage is required to smooth out supply and demand
The grid is becoming increasingly unstable due to its old age and extreme weather conditions, and is not set up to accommodate a net-zero system
Small and mid-cap players in the space are down over 60% since 2021, making today’s valuations a great entry point Intermittent Supply from Renewables Solar and wind energy cannot produce energy 24/7 since there is not constant sunshine or wind in most regions.

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