Did Itochu & BOJ Buying of FamilyMart-UNY in the Past Year Squeeze It Vs Comps?
On April 19th, Itochu Corp (8001 JP) announced that it intended (after all the requisite approvals were in place) to purchase up to 8.65% of...
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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...
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Hexindo: Exposure to Infrastructure Theme in Indonesia with No Debt
While everyone is raving about the infrastructure investment in Indonesia, only a few of the players are actually making money currently. Jasa...
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Tingyi (322 HK): Leveraging of Global Know-How
Earnings on an upcycle trend, good price momentum, and good cost management relative to its sector Strong brand gives competitive advantage that...
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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...
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