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FamilyMart Co Ltd (8028 JP)
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285
Analysis
Consumer Staples
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Japan
FamilyMart Co., Ltd. operates convenience store chains. The Company provides rice balls, hot snacks, stews, beverages, and other products. FamilyMart conducts businesses in China, Taiwan, South Korea, Thailand, and other countries and regions.
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bullish
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FamilyMart Co Ltd
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28 Nov 2018 10:11
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....
Rickin Thakrar
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914 Views
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bearish
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FamilyMart Co Ltd
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26 Nov 2018 09:09
Is It a Nikkei BOJ Squeeze on Nikkei 225 Low Float Names? Or Just FamilyMart Being FamilyMart?
A comment from a Smartkarma client prompted me to dig through this. It was an interesting comment suggesting the high weight Nikkei 225 names,...
Travis Lundy
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587 Views
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bearish
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WuXi AppTec
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26 Nov 2018 05:52
Last Week in GER Research: WuXi App, Don Quijote, Koolearn, Asiainfo and China's Bike Sharing Bubble
Below is a recap of the key IPO and event-driven research produced by the Global Equity Research team. This week we update on IPO WuXi AppTec Co....
Rickin Thakrar
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433 Views
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bearish
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Pan Pacific International Holdings
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19 Nov 2018 10:02
Don Quijote: Why We Would Take the Deal – AND RUN
Don Quijote (7532 JP) is about to buy the most challenged format in grocery retail - a heavily indebted hypermarket. The broad market view is that...
Rickin Thakrar
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563 Views
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bullish
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Thematic (Sector/Industry)
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18 Nov 2018 19:05
Smartkarma's Week in JP/KR: SoftbankCorp IPO, Toshiba, J-Banks, Wafers/Semi, Hanjin Kal, BioLogics
This past week featured 165 insights across the Smartkarma platform, with about 25% of them dealing with Japan or South Korea. A list is below.By...
Travis Lundy
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381 Views
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