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Lawson Inc (2651 JP)
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277
Analysis
Consumer Staples
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Japan
LAWSON, INC. operates a chain of convenience stores in Japan. The Company sells a variety of products including fast food, beverages, snacks, magazines, newspapers, and sundry goods.
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bullish
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Seven & I Holdings
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25 Sep 2020 19:39
Speedway Acquisition: Buy the Dip as Valuation Falls Near Five-Year Low
$seven & i, the largest convenience store chain in America, announced last month (02/08/2020) that they have agreed to acquire Marathon...
Oshadhi Kumarasiri
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454 Views
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bullish
•
Thematic (Sector/Industry)
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18 Sep 2020 18:12
Japan Retail Review 2019-20 Part II: A Sector by Sector Review of Winners and Losers
At least until the Covid-19 crisis hit Japan in January, the majority of retailers were gearing up to announce yet another really good year of...
Michael Causton
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285 Views
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bullish
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FamilyMart Co Ltd
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17 Sep 2020 17:50
Familymart: What's Next? And Will Mitsubishi React?
Itochu initiated a buyout for an additional 10% of Familymart shares over the summer. The move is widely seen as Itochu taking full advantage of a...
Michael Causton
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333 Views
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bullish
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Seven & I Holdings
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01 Sep 2020 18:02
Seven & I/Lawson: Pair Trade Idea
Regardless of the performance disparity between Nikkei and Topix during August 2020, which favoured Lawson, Seven & I outperformed Lawson by 10pp.
Oshadhi Kumarasiri
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348 Views
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bullish
•
ZOZO Inc
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28 Aug 2020 06:25
Nikkei 225 Index Rebalance Preview - FamilyMart & The Periodic Review
On 8 July, Itochu Corp (8001 JP) made an offer to buy all the shares it did not own in FamilyMart Co Ltd (8028 JP) at a 31% premium to the stock...
Brian Freitas
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514 Views
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