Smartkarma Flash Webinar | Familymart (8028 JP) Takeover Bid
In this flash Webinar, Travis Lundy will discuss his views on the recently announced takeover bid from Itochu Corp (8001 JP) for FamilyMart Co Ltd...
787 Views
Asia Short Interest Weekly - Shorts Covered as Markets Melted Up
The Asia Short Interest weekly looks at moves in market wide short interest and highlights movements in stock specific short interest across Hong...
464 Views
Japan Convenience Store Pair Trade: Long Lawson/Short Seven & I
Japan’s convenience stores outperformed the Topix index by over 10 percentage points during the COVID-19 led equity sell off in March 2020. Over...
436 Views
After Covid: The Future for Japanese Retail: Winners & Losers
No one really knows what will happen after the initial shock of the coronavirus fades away. Many observers in Japan, expert and otherwise, are...
287 Views
BOJ ETF Buying Composition Clarified
Three days ago I wrote BOJ ETF Buying Update which described the impact of the BOJ buying ETFs on the underlying constituents. This morning, the...
379 Views