Itochu Haz Opinionz About FamilyMart
「2300円以上の株式価値があるとは全く考えていない」 In no way do we think that the value of the shares is more than ¥2300. That is the lead quote in a Nikkei Business...
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Last Week in Event SPACE: Jardines, Keppel, FamilyMart, Toshiba, Sogo/Sogou, Chinese Toll Roads
Last Week in Event SPACE ... At extreme discounts to NAV for both Jardine Matheson Holdings (JM SP) & Jardine Strategic Holdings (JS SP),...
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(Mostly) Asia M&A: July 2020 Roundup
For the month of July, 17 new deals were discussed on Smartkarma with an overall announced deal size of ~US$32bn. Clicking on the company name...
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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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Japan Needs More Cowbell
I had the privilege of writing a letter to the FT's Alphaville in January titled "The GPIF and the complexity of stewardship" about some of the ESG...
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