Second To Last Call on the "Love Call Underdog"?
In the midst of last week's earnings reports by Japanese retailers, last Thursday's Nikkei had a couple of articles on convenience stores.One of...
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UNY/FamiMa: On FM's Cocostore buy (which makes UNY look cheap) and Mishima Yukio Movies
Since last I wrote about UNY, the leaks of a delay have borne fruit.Since then we have had numerous articles telling us how negotiations around the...
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Best of Smartkarma: The Guest Editor's Slice & Dice #23
Welcome to the 23rd Edition of the Smartkarma [Guest] Editor's Cut, a weekly summary of the key themes and ideas of the last week's research on...
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UNY/FamiMa: A Flurry of Articles... What Do They Mean?
The UNY/FamiMa merger situation has been bereft of press speculation for much of the last several months.Then in the past week we have had several...
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UNY-FamiMa | FamiMa to Buy Cocostore? Does It Matter?
On Wednesday, the Yomiuri Shinbun reported FamilyMart was close to a deal to buy out the 'Nagoya-based' Cocostore chain of convenience stores...
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