Genky: Another Japanese Discount Winner
Although counted as a drugstore, Genky is one of Japan’s most food-focused, discount retailers. The chain ihas grown rapidly in recent years, with...
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Keeping It in the Family: Why Familymart Is Worth so Much More to Itochu
Itochu's plans for Familymart are about a lot more than control – it has had effective control for years anyway. There is a much bigger story: the...
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Welcia: Aeon’s Profit Machine
Aeon Co Ltd (8267 JP) is Japan’s largest retail conglomerate by revenues but it struggles to make respectable profits.Now, as with Seven-Eleven at...
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Global Equities (ACWI-US) Likely to Retest the March Low
We continue to believe global equities (ACWI-US) are likely to test the recent low made on March 23, with an undercut of roughly 10% also in the...
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Japanese Drugstores: With Maturity Comes Marriage
The following is an in-depth review of the drugstore sector and the impact of the Cocokara Fine and Matsukiyo merger on other key drugstore stocks,...
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