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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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11 Nov 2021 01:16
Convenience Stores: First Decline in 50 Years
For any investor in Japan's consumer staples sector, the convenience store sector is a key component. The following is an in-depth analysis of the...
Michael Causton
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204 Views
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bullish
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Thematic (Sector/Industry)
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08 Jul 2021 18:14
Who Owns Who: Concentration Levels Accelerate in Japan Retail, with More M&A to Come
Japanese retail is in the process of extensive concentration and market consolidation through M&A, organic expansion and tie-ups. Numerous...
Michael Causton
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376 Views
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bullish
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Seven & I Holdings
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18 May 2021 20:14
2021 High Conviction Call: Seven & I Completes the Speedway Acquisition, But Not Without Trouble
Investors cannot completely ignore legal ramifications, but the probability of occurrence of such seems somewhat slim in our opinion. On the other...
Oshadhi Kumarasiri
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311 Views
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bullish
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MatsukiyoCocokara
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05 May 2021 03:45
Japan Drugstores: Growing Leadership in Food, Household, Cosmetics – and the Odd Medicine Too
The Japanese drugstore sector has seen a big merger but there will be more as the sector not only consolidates down to a few leaders but also...
Michael Causton
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287 Views
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bullish
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Toshiba Corp
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25 Apr 2021 07:58
Last Week in Event SPACE: Intouch, Toshiba, Orocobre/Galaxy, Tilt, Primewest/Centuria, Huarong
The weekend is here! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed...
David Blennerhassett
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339 Views
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