Itochu Tender For FamilyMart - Winnie Sees a Hunny Pot But Greedy Bears Get Stuck
A bit over three years ago, FamilyMart (then 8028 JP) and UNY (then 8270 JP) agreed to consider a merger. The two companies took their sweet time...
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With 3Q Earnings Pretty Much Done Which Names Are Best / Worst Position for Full-Year End....
With 3Q Earning Season basically done, we looked back to see which names have done well in the first 3Q and are well positioned to beat full-year...
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Trading the BOJ-Nikkei 225 Baskets
One week ago in The BOJ's Ongoing ETF Impact - Is a Nikkei 225 Reshuffle in the Cards? I discussed the BOJ's past and current ETF purchasing...
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Last Week in Event SPACE - Fast Retailing, Hyundai Heavy, Japan Display, Qualcomm, Intouch
Last week, Fast Retailing Co Ltd (9983 JP) may be materially impacted should the BOJ revamp its purchase programs; a decent arb return in Hyundai...
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UCS (8787 JP) Minorities To Get Squeezed Out
A bit under a year ago when Familymart had completed its merger with UNY, we looked Japan CVS Sector: Boots On the Ground to see the competitive...
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