Smartkarma’s Week that Was in JP/ KR: Donki Uny-Fied, Lots of Lotte, Softbank and Isetan Mitsukoshi
As markets melted down, activity on Smartkarma covering Japan and Korea was quite concentrated as Lotte Holdings (004990 KS) moves to restructure...
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Kobe Bussan: The Booming ‘Pro Supermarket’ Discounter Beloved by Japanese Consumers
Kobe Bussan (3038 JP) opened its cash and carry food wholesale business to the general public back in 2000 and has not looked back. While often...
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Familymart Tilts at Don Quijote II: The Arb Grids
The companion piece to this insight - Familymart Tilts at Don Quijote I : Squeezitudinosity lays out the situation of the Tender Offer. The...
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Familymart Tilts at Don Quijote I : Squeezitudinosity
Today, an hour before the open, Familymart Uny Holdings (8028 JP) announced that it had held a board meeting and resolved to commence a Tender...
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Don Quijote (7532) To Buy All of Uny - Very Positive Move.
Nikkei today report that Family Mart plans to sell its remaining 60% in Uny to Don Quijote. Don Quijote bought the initial 40%, at below book,...
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