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Kobe Bussan (3038 JP)
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86
Analysis
Consumer Staples
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Japan
KOBE BUSSAN CO., LTD. is a supermarket franchise store operator which mainly deals in foods stuffs. The Company also has direct-run stores.
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bullish
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Kansai Super Market
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23 Oct 2021 23:50
H2O Retailing and OK Super: Which Is the Better Owner of Kansai Supermarket?
Kansai Super is the prize in a bidding war between H2O Retailing and OK Super. While the former would use Kansai to consolidate market share, a...
Michael Causton
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274 Views
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bullish
•
Kobe Bussan
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21 Sep 2021 14:27
Kobe Bussan: Achieving New Records
Japan's discount food market is booming. The biggest discount supermarket operator is Kobe Bussan. The share price has around 6-fold since we first...
Michael Causton
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278 Views
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bearish
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METRO AG
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13 Sep 2021 15:29
Metro Cash and Carry to Exit Japan
One of the few foreign players in Japan's food market has confirmed it will quit the market. Only Costco remains although Amazon is expanding its...
Michael Causton
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206 Views
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bullish
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Thematic (Sector/Industry)
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30 Aug 2021 21:20
The Polarising Pandemic in Japanese Retail
A complete review of the Japanese retail sector in the last 18 months, format by format, category by category, providing key trends and winners &...
Michael Causton
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282 Views
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bearish
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Crude Oil
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20 Aug 2021 23:39
Crude Oil and Copper Breakdowns Reinforce Our Concerns; Defensive Sectors Remain Attractive
Our cautious outlook is reinforced by ongoing developments. Relative strength improvement for defensives (Utilities, Staples, Real Estate, Health...
Vermilion Research
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213 Views
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