Seven Eleven, Familymart and Lawson Find New Growth Strategies in Tighter Market
The following is an in-depth review of the big three Japanese convenience store (CVS) players, Seven Eleven (Seven & I Holdings (3382 JP)),...
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Japan: Scoring Results & Revisions Summer 2018 - Top and Bottom Companies + Long & Short Portfolios
INTRODUCTION - The second, and final part of our Results and Forecast/Revision Scores review for Summer 2018 will look at the leading and lagging...
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Meiji Holdings--Healthy Food Ops Have Heavy Drug Problems
Meiji Holdings will get slammed by government price cuts on pharmaceuticals in Japan from this April and then begin to see a massive decline in...
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Names Potentially Well Positioned to Beat Year-End Estimates
With a good portion of Japanese companies having already announced 1H results, we looked at the names that are well positioned for the second half....
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Launching Coverage of Calbee With Narrow Moat and Stable Moat Trend Ratings; FVE of JPY 4,350
We initiate coverage of Calbee Inc (2229 JP) with a fair value estimate of JPY 4,350, and assign it narrow moat and stable moat trend ratings. The...
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