Keeping It in the Family: Why Familymart Is Worth so Much More to Itochu
Itochu's plans for Familymart are about a lot more than control – it has had effective control for years anyway. There is a much bigger story: the...
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ITOCHU Attempts to Take FamilyMart Private at a Bargain
It was reported yesterday (9th July 2020), that Itochu Corp (8001 JP) has launched a tender offer to take FamilyMart Co Ltd (8028 JP) private by...
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FamilyMart Tender Offer - Winnie and HunnyPot Redux
Today (Weds 8 July 2020) after the close, but before FamilyMart Co Ltd (8028 JP) released its earnings, the Nikkei reported that 50.1% owner Itochu...
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Nitori Holdings Coverage Initiation Part 3: Valuation
This is the last of a three-part series on Nitori Holdings (9843 JP), Japan’s largest furniture and home accessories retailer. Previously, we have...
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Pan Pacific (Donki): Gross Margin Improvement Suggests Further Upside
Pan Pacific International Holdings (7532 JP), (PPI) (formerly Don Quijote) has been the best-performing general retailer in Japan over the last six...
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