Japan Retail: Who Owns Who in 2018: Never Have so Many Been Owned by so Few
When your home country population is shrinking, and the number of active consumers falling even faster, there are just four options to...
562 Views
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...
357 Views
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...
796 Views
December 2016 Review of Current Developments in Japan's Economy
"Nikkei CPINow" is a statistical database produced by Nowcast Inc. that provides real-time economic statistics using so-called “big data”...
4.4k Views
Death Rattle for Defensives?
While it is not a given that a switch from a high growth, high interest rate environment to a low growth, low interest rate environment is a good...
1k Views