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Kusuri no Aoki Holdings (3549 JP)
Watchlist
25
Analysis
Consumer Staples
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Japan
Kusuri no Aoki Holdings Co., Ltd. operates as a holding company. The Company, through its subsidiaries, provides medicines, cosmetics, health foods, beauty care, and household products. Kusuri no Aoki Holdings serves customers in Japan.
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bullish
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Thematic (Sector/Industry)
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26 Jun 2024 09:00
Leaders of Japan's Drugstore Sector
Japan's drugstore sector is consolidating through organic growth and M&A, with key players poised to dominate retailing in the next decade. But...
Michael Causton
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211 Views
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bullish
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Thematic (Sector/Industry)
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25 Jun 2024 08:00
Japan Drugstores: More M&A as Sector Attacks Supermarkets and Conbini
The merger of Welcia and Tsuruha reflects market consolidation in Japan's drugstore sector, with major attacks on supermarkets and even conbinis....
Michael Causton
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161 Views
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bearish
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Welcia Holdings
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26 Mar 2024 10:16
Tsuruha (3391) And Welcia (3141) - Aeon Tsuruha Stake Buy Followed by Merger! [Redux]
The idea of holding the potential targets (Sundrug, Sugi, Cosmo, Kusuri no Aoki, Create SD, Ain, Nihon Chozai) against a short (or implied short)...
Travis Lundy
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656 Views
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bullish
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Tsuruha Holdings
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28 Feb 2024 19:40
Aeon (8267 JP), Tsuruha (3391 JP) And Welcia (3141 JP)’s Long-Dated Plan
We prefer to play these transactions through Tsuruha due to a valuation benchmark (Aeon’s acquisition from Oasis at JPY15,500) and undemanding...
Arun George
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240 Views
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bullish
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Tsuruha Holdings
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26 Feb 2024 19:05
Activists May Be Pushing Tsuruha Towards a Merger with Welcia
This insight from last September looked at the likelihood of a merger attempt by Aeon between Welcia and Tsuruha. The reasons for this are similar...
Michael Causton
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541 Views
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