FamilyMart: A Shrewd Head-Fake?
We think the failed tender but continued asset sale between Familymart Uny (8028 JP) and Don Quijote (7532 JP) is astutely beneficial for...
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FamilyMart Tender Offer for Don Quijote Misses The Mark as Mr. Partridge Stands Pat
In October, the Nikkei leaked and Familymart Uny Holdings (8028 JP) immediately thereafter announced that Familymart would sell the rest of its GMS...
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2018 Was Not the Year for Value or Beta Names in Japan....
We looked back and identified which factors drove the Japanese market in 2018. We found that Value, which is historically strong in Japan, did...
999 Views
Japan Retail Review 1H2018: Top Retailers Outperform
Leading Japanese retail chains across all the major formats had a strong 1H2018 with surprisingly few exceptions. Although some saw operating...
661 Views
The GER Weekly EVENTS Wrap: Anta/Amer, Trade Me, Hengan and API/Sigma
Below is a recap of the key event-driven research produced by the Global Equity Research team. This week Arun develops a differentiated view on the...
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