In this briefing:
- IKEA: Small Store Rollout in Japan to Start in 2020
- Share Classifications: Mid-December 2018 Snapshot
1. IKEA: Small Store Rollout in Japan to Start in 2020
IKEA Japan is following its parent company’s international strategy of opening smaller stores and expanding e-commerce. The first small store in Japan is now confirmed and will open in a high profile location in Harajuku.
With the correct design and positioning, it should help IKEA Japan back onto a higher growth path, and give Nitori Holdings (9843 JP) some competition at last – if only a little.
2. Share Classifications: Mid-December 2018 Snapshot
This weekly share class summary is a companion insight to Travis Lundy‘s H/A Spread & Southbound Monitor – most recently discussed in H/A Spread & Southbound Monitor – Going Into Year End.
This share class monitor provides a snapshot of the premium/discounts for various share classifications around the region, and comprises four sets of data:
1. 82 ADRs
2. 105 Korean Prefs
3. 22 Regional Dual Classes
4. 7 Foreign/Local Thai shares
The average premium/discount for each set over a one-year period is graphed below.
For a granular breakdown of each set, PDFs are attached at the bottom of this insight.
