Japan Convenience Stores Still Innovating in a Saturated Market
The following is an in-depth review of the Japanese convenience store (CVS) sector and, in particular, the top three players, Seven Eleven (Seven...
937 Views
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...
1.1k Views
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...
1k Views
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....
914 Views
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,...
587 Views