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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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bearish
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FamilyMart Co Ltd
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20 Apr 2018 05:51
Itochu Tender For FamilyMart - Winnie Sees a Hunny Pot But Greedy Bears Get Stuck
A bit over three years ago, FamilyMart (then 8028 JP) and UNY (then 8270 JP) agreed to consider a merger. The two companies took their sweet time...
Travis Lundy
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bullish
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UCS Co Ltd
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07 Feb 2018 07:59
UCS (8787 JP) Minorities To Get Squeezed Out
A bit under a year ago when Familymart had completed its merger with UNY, we looked Japan CVS Sector: Boots On the Ground to see the competitive...
Travis Lundy
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212 Views
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bullish
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Thematic (Sector/Industry)
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14 Dec 2017 06:27
Sectors Not Correlated to TOPIX - Retailing, Food & Staples Retailing, and Utilities
We recently published a piece looking at Sectors that are highly correlated to TOPIX. In the piece, we highlight the other side. Sectors that are...
Custom Products Group
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281 Views
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bullish
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Thematic (Sector/Industry)
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16 Nov 2017 10:21
Consumer Foodservice in Japan
Fast food drives improved performance Growing emphasis on domestically produced ingredients Convenience stores strengthen their...
Euromonitor International Ltd.
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288 Views
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bearish
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Amazon.com Inc
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24 Oct 2017 10:51
What Will Amazon Buy Next? Anything in Australia/Asia?
In this note, we look at the potential acquisition opportunities for Amazon. We believe Amazon is likely to make further purchases on top of the...
Rickin Thakrar
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409 Views
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