EVENTS:   Best Equity Short Ideas Conference Call 12 - Zach Shannon/Corto Capital Advisors & Craig Huber/Huber Research Partners & Thomas Beevers /Forensic Alpha & Ed Steele/Iron Blue Financials & Bill Campbell/Paragon Intel - 12 Nov 25   Will AI Deflate the World? Macro Lessons from Three Industrial Revolutions and China - Manoj Pradhan/Talking Heads Macro - 13 Nov 25     ROADSHOWS: Forest Products Sector Equity and Commodity Research With Expertise in Distressed Debt - Kevin Mason /ERA Research   •   London   12 - 14 Nov 25       Buyside to Buyside Forum and Expert Calls across TMT, Consumer, Healthcare and Fintech - Andrew Peters /Revelare Partners   •   London   17 - 19 Nov 25       Fundamental US Healthcare Short Ideas - Dr Elliot Favus /Favus Institutional Research   •   London   17 - 19 Nov 25      

Fortnightly Publication Highlighting Latest Insights From IRF Providers

Company Research

Real insight on Japanese Consumer markets

JapanConsuming

Top stories from this month’s issue of JapanConsuming include: 1) Seven & I has finally sold Sogo Seibu - it will be pleased to have offloaded a loss-making format it never really understood, but at a cost, it will write off ¥90bn+ in loans. 2) Tsuruha is the latest retailer to come under attack from an activist investment fund. 3) ABC Mart expands its lead in footwear. 4) 3Coins, a variety store run by Pal Group, looks to have a strong future. 5) Frozen Foods becoming mainstream. 6) JapanConsuming’s FOCUS article discusses how the country is witnessing the emergence of a new elite group of department stores who are far ahead even of their big city peers.

Edition: 170

- 29 September, 2023