Japan Retail Review 2019-20 Part II: A Sector by Sector Review of Winners and Losers
At least until the Covid-19 crisis hit Japan in January, the majority of retailers were gearing up to announce yet another really good year of...
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Familymart: What's Next? And Will Mitsubishi React?
Itochu initiated a buyout for an additional 10% of Familymart shares over the summer. The move is widely seen as Itochu taking full advantage of a...
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Seven & I/Lawson: Pair Trade Idea
Regardless of the performance disparity between Nikkei and Topix during August 2020, which favoured Lawson, Seven & I outperformed Lawson by 10pp.
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Nikkei 225 Index Rebalance Preview - FamilyMart & The Periodic Review
On 8 July, Itochu Corp (8001 JP) made an offer to buy all the shares it did not own in FamilyMart Co Ltd (8028 JP) at a 31% premium to the stock...
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Lawson Relaunches Private Brand
Lawson Inc (2651 JP) has begun the rollout of a completely updated private brand, along with new ranges of regional gourmet foods. The move brings...
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