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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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Thematic (Sector/Industry)
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28 Jan 2022 00:48
Home Delivery Next Evolution for Japan's Conbini Sector?
Food delivery is evolving fast in Japan but not just for takeaways. Local delivery of essentials by food delivery firms is becoming a new source of...
Michael Causton
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192 Views
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bullish
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Seven & I Holdings
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18 Jan 2022 18:50
Time to Get Back Into Our 2021 High Conviction Call Seven & I
After trading range bound for almost seven months, we are expecting a breakout with Seven & I’s revised FY22 guidance which suggests that there...
Oshadhi Kumarasiri
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302 Views
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bullish
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Lawson Inc
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10 Jan 2022 19:19
Lawson: Fuelled up and Ready To Go
With around 40% upside to Lawson’s domestic convenience store OP and around ¥10.0-15.0bn OP from the China business, the company’s consolidated...
Oshadhi Kumarasiri
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324 Views
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bearish
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Fast Retailing
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05 Jan 2022 18:17
Japan’s Boycott of Winter Olympics Could Be the Tipping Point
The relationship between the two countries was already reaching nervy levels, before Tokyo’s decision to snub the 2022 Winter Olympics. With the...
Oshadhi Kumarasiri
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328 Views
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bullish
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FamilyMart Co Ltd
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22 Dec 2021 22:01
Familymart Taking the Lead in Developing Unmanned Conbini
A labour shortage has pushed Japanese convenience store retailers to invest in technologies to reduce staff requirements and are now beginning to...
Michael Causton
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304 Views
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