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Historically, Japanification coupled with weak corporate governance has pushed away investors from engaging in Japan’s stock markets. But corporate reforms over the last 8 years and partial success by both domestic and foreign activist investors show that the corporate environm...
Yamato’s strong dominance in Japan’s courier market with 43% market share and a secular growth trend for ecommerce will serve a strong tailwind for the company’s top line growth. Recent Yamato’s stock price decline is likely a temporary event, as it is link...