BOJ: The 80 Trillion Yen Question
The Bank of Japan July policy meeting ends tomorrow (Friday 29 July), and markets remain divided as to its outcome. Although expectations of...
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CP All: A Walk Down the Memory Lane
CP All, the world's third largest 7-Eleven chain, is one of our five top picks. While we agree there is controversy given its high valuations and...
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Itochu's FamilyMart Buy Completed; Now Back to Your Regularly Scheduled Program
On February 4th this year, FamilyMart's leading shareholder trading house Itochu Corp (which held 36.9% of FamilyMart's shares outstanding at the...
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McDonald's Japan: Restructuring Event Coming But Don't Buy This Dip
The story of the ownership unwinding of McDonald's Japan has been a very long time coming. McDonald's Japan was started in 1971 by Japanese...
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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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