【出版时间及名称】:2009年11月日本百货行业研究报告
【作者】:摩根大通
【文件格式】:PDF
【页数】:144
【目录或简介】:
Table of Contents
Introduction 3
Part I: The Department Stores Now (History, Recent Moves)
and the Direction They Should Take 6
Chapter 1: Current Conditions in the Department Store
Industry 7
Chapter 2: Structure of Population and Consumption:
Current State and Future Outlook 30
Chapter 3: Our View of the Way Ahead for Department
Stores 52
Part II: Our Roadmap for Department Stores 60
Stage 1 61
Stage 2 71
Stage 3 77
Stage 4: Diversification 84
Stage 5: Asia Strategy 90
Part III: Investment Strategy 91
Isetan Mitsukoshi Holdings (3099) 96
J. Front Retailing (3086) 101
Takashimaya (8233) 110
H2O Retailing (8242) 118
Marui Group (8252) 125
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