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Lawson Inc (2651 JP)
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279
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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Trial Holdings
•
17 Mar 2023 02:27
Trial Holdings IPO: Valuation Insights
Our analysis suggests that Trial is attractively valued at the IPO reference price of JPY2,000. We would participate in the IPO.
Arun George
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546 Views
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bearish
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Trial Holdings
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16 Mar 2023 01:55
Trial Holdings IPO: The Bear Case
The key elements of the bear case rest on bottom quartile gross and operating margin, mid-tier FCF generation and unusual cash collection cycle.
Arun George
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364 Views
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bullish
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Trial Holdings
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15 Mar 2023 01:36
Trial Holdings IPO: The Bull Case
The key elements of the bull case rest on top quartile revenue growth, encouraging same-store sales growth, solid margin profile and cash generation.
Arun George
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344 Views
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bullish
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Trial Holdings
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14 Mar 2023 09:53
Trial Holdings Pre-IPO - The Positives - Steady past Performance with an Expanding Footprint
Trial Holdings (5882 JP)'s is looking to raise around US$375m in its Japan IPO. In this note, we talk about the positive aspects of the deal.
Sumeet Singh
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422 Views
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bullish
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Lawson Inc
•
28 Feb 2023 11:00
Japanese Convenience Stores: Back with a Plan but Muted Growth Ahead
Japan's convenience store have rebounded strongly since the pandemic. Although the long-term outlook for growth is muted due to saturation,...
Michael Causton
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251 Views
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