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Lawson Inc (2651 JP)
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277
Analysis
Consumer Staples
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Japan
LAWSON, INC. operates a chain of convenience stores in Japan. The Company sells a variety of products including fast food, beverages, snacks, magazines, newspapers, and sundry goods.
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bullish
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TSE Tokyo Price Index TOPIX
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04 Nov 2023 00:21
Japan Bullishly Inflecting; Constructive Outlook Intact; Global Pullback Likely Over
The MSCI $ACWI briefly fell below our $90.50 support but quickly reclaimed, suggesting a false breakdown and the likely end to this pullback in...
Vermilion Research
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420 Views
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bullish
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Thematic (Sector/Industry)
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12 Jul 2023 06:42
Ohayo Japan|Equities Bid Ahead of CPI Print; NUGGET:China Semi Derisking - The Winner Is…Yes, Japan!
SPX bid ahead of CPI as soft landing narrarive dominates; NKY Futures +0.4% vs Cash; USDJPY 140.3; Markets start coalesing around BOJ policy shift;...
Mark Chadwick
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263 Views
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bullish
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Thematic (Sector/Industry)
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19 Jun 2023 05:14
Ohayo Japan | US Equities-Risks Elevated? ; NUGGET: SBI HD(8473)-Carbon Trading, Jumping in Early
US Equities looks more RISK than reward to us; NKY Futs flat vs Cash; USDJPY 141.8 post-BOJ on Friday; NKY wins for 10th week; Kishida survives...
Mark Chadwick
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369 Views
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bearish
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Seven & I Holdings
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02 Jun 2023 15:50
Seven & I: ValueAct's Proposals Unlikely to Be Considered, Investor Activism Effectively Over
ValueAct, despite failed leadership removal attempt, requests discussions, but Seven & I is unlikely to consider proposals further, suggesting the...
Oshadhi Kumarasiri
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720 Views
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bullish
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Seven & I Holdings
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13 Apr 2023 11:00
Retail Ads: A New Revenue Stream for Seven & I and Rival Convenience Stores
Japanese convenience stores have reached stagnation so new sources of revenue to support same-store growth are key. And they may have found it:...
Michael Causton
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425 Views
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