FamilyMart: The Self-Tilting Tender – Why We Think FamilyMart Is Outperforming Don Quijote
Familymart Uny Holdings (8028 JP) shares are up 36% vs. 12% for Don Quijote Holdings (7532 JP) since the formal announcement of their two-way deal....
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Is It a Nikkei BOJ Squeeze on Nikkei 225 Low Float Names? Or Just FamilyMart Being FamilyMart?
A comment from a Smartkarma client prompted me to dig through this. It was an interesting comment suggesting the high weight Nikkei 225 names,...
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Last Week in GER Research: WuXi App, Don Quijote, Koolearn, Asiainfo and China's Bike Sharing Bubble
Below is a recap of the key IPO and event-driven research produced by the Global Equity Research team. This week we update on IPO WuXi AppTec Co....
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Don Quijote: Why We Would Take the Deal – AND RUN
Don Quijote (7532 JP) is about to buy the most challenged format in grocery retail - a heavily indebted hypermarket. The broad market view is that...
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Smartkarma's Week in JP/KR: SoftbankCorp IPO, Toshiba, J-Banks, Wafers/Semi, Hanjin Kal, BioLogics
This past week featured 165 insights across the Smartkarma platform, with about 25% of them dealing with Japan or South Korea. A list is below.By...
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