Belluna: Growing by Selling Gentility to the Expanding Older Market in Japan
While Nissen and Senshukai (8165 JP) have hit new lows in the past five years, Belluna (9997 JP) has gone from strength to strength by sticking...
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The GER Weekly EVENTS Wrap: Anta/Amer, Trade Me, Hengan and API/Sigma
Below is a recap of the key event-driven research produced by the Global Equity Research team. This week Arun develops a differentiated view on the...
425 Views
The GER Weekly Events Wrap: Softbank, Graincorp, Trade Me and Familymart/Don Quijote
Below is a recap of the key event-driven research produced by the Global Equity Research team. This week we dig into the underlying returns at...
349 Views
The GER Weekly Events Wrap: Familymart, Don Quijote, Softbank, and NTT
Below is a recap of the key event-driven research produced by the Global Equity Research team. This week, we provide further insight into our...
350 Views
FamilyMart: The Self-Tilting Tender – Why We Think FamilyMart Is Outperforming Don Quijote
Familymart Uny Holdings (8028 JP) shares are up 36% vs. 12% for Don Quijote Holdings (7532 JP) since the formal announcement of their two-way deal....
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