Calls
4
Alice French
Japan Equities Reporter, Bloomberg
Win Rate
33.3%
return
-3.1%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jul 10
$81630.00
-3.4%
As the AI trade becomes overcrowded, Japanese retail stocks like Fast Retailing (Uniqlo) and Seven & i are positioned to attract rotation inflows. Fast Retailing is benefiting from international market share growth, robust sales in weather-hit Europe, and improved full-year profit guidance. Seven & i is seeing margin support from strong gasoline sales and potential restructuring catalysts. Additionally, a planned consumption tax cut in Japan could provide a sector-wide tailwind.
Retail & Mobility
Long
Feb 20
$50.50
-
Japan's pop culture exports now exceed its semiconductor exports. Tourism is booming due to the weak Yen. The weak Yen acts as a double subsidy: it makes Japanese IP (games, anime, merchandise) cheaper for global buyers and makes Japan a cheap destination for tourists who buy merchandise locally. Companies with strong global IP portfolios are effectively currency-hedged growth plays. LONG Japanese IP-heavy equities. A sudden strengthening of the JPY would reverse the tourism/export trend.
Japan's pop culture exports now exceed its semiconductor exports. Tourism is booming due to the weak Yen. The weak Yen acts as a double subsidy: it makes Japanese IP (games, anime, merchandise) cheaper for global buyers and makes Japan a cheap destination for tourists who buy merchandise locally. Companies with strong global IP portfolios are effectively currency-hedged growth plays. LONG Japanese IP-heavy equities. A sudden strengthening of the JPY would reverse the tourism/export trend.
Other
Long
Feb 20
$13.98
-20.8%
Japan's pop culture exports now exceed its semiconductor exports. Tourism is booming due to the weak Yen. The weak Yen acts as a double subsidy: it makes Japanese IP (games, anime, merchandise) cheaper for global buyers and makes Japan a cheap destination for tourists who buy merchandise locally. Companies with strong global IP portfolios are effectively currency-hedged growth plays. LONG Japanese IP-heavy equities. A sudden strengthening of the JPY would reverse the tourism/export trend.
Japan's pop culture exports now exceed its semiconductor exports. Tourism is booming due to the weak Yen. The weak Yen acts as a double subsidy: it makes Japanese IP (games, anime, merchandise) cheaper for global buyers and makes Japan a cheap destination for tourists who buy merchandise locally. Companies with strong global IP portfolios are effectively currency-hedged growth plays. LONG Japanese IP-heavy equities. A sudden strengthening of the JPY would reverse the tourism/export trend.
Gaming & Entertainment
Long
Feb 20
$1059.00
+14.9%
Japan's pop culture exports now exceed its semiconductor exports. Tourism is booming due to the weak Yen. The weak Yen acts as a double subsidy: it makes Japanese IP (games, anime, merchandise) cheaper for global buyers and makes Japan a cheap destination for tourists who buy merchandise locally. Companies with strong global IP portfolios are effectively currency-hedged growth plays. LONG Japanese IP-heavy equities. A sudden strengthening of the JPY would reverse the tourism/export trend.
Japan's pop culture exports now exceed its semiconductor exports. Tourism is booming due to the weak Yen. The weak Yen acts as a double subsidy: it makes Japanese IP (games, anime, merchandise) cheaper for global buyers and makes Japan a cheap destination for tourists who buy merchandise locally. Companies with strong global IP portfolios are effectively currency-hedged growth plays. LONG Japanese IP-heavy equities. A sudden strengthening of the JPY would reverse the tourism/export trend.
Other
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Alice French has 4 trade ideas tracked on Buzzberg across 4 tickers since February 2026. Most covered: NTDOY, SANRIO, KONAMI.
