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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Seiyu IPO Preview: Relisting Is Just One Option Walmart May Still Sell to a Retailer or a PE Firm
Seiyu is one of the largest supermarket and hypermarket chains in Japan. It’s a fully owned subsidiary of the US retail giant Wal Mart Stores (WMT...
551 Views
Japanese GMS Chains Need to Differentiate to Survive and Donki (7532 JP) Leads the Way
GMS (General Merchandise Store) chains have a bleak future in Japan – at least if they stick to their current form – and the latest annual results...
486 Views
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...
681 Views
Last Week in Event SPACE: Red Hat, Don Quijote, Toshiba, Healthscope, Unisem, CEVA, Hanjin Kal
Last Week in Event SPACE ... Dress up your event-driven portfolio with some Red Hat Inc (RHT US). Don Quijote Holdings (7532 JP) is...
536 Views