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Lawson Inc (2651 JP)
Watchlist
285
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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05 May 2018 04:19
Fixed Price 100 Yen Shops Bask in Growing Discount Economy in Japan
The continuation of the ‘Great Wage Squeeze’ in Japan over the past two decades means more households have found it harder to make ends meet. The...
Michael Causton
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257 Views
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bearish
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FamilyMart Co Ltd
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30 Apr 2018 00:36
Did Itochu & BOJ Buying of FamilyMart-UNY in the Past Year Squeeze It Vs Comps?
On April 19th, Itochu Corp (8001 JP) announced that it intended (after all the requisite approvals were in place) to purchase up to 8.65% of...
Travis Lundy
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356 Views
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bullish
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Thematic (Sector/Industry)
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25 Apr 2018 20:26
E-Commerce in Japan 2017-2022: Relentless Expansion Means Upheaval in Consumer Goods Distribution
E-commerce sales grew just under 10% in 2016 at the most conservative estimate, and we expect double digit growth for at least the next five...
Michael Causton
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252 Views
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bearish
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FamilyMart Co Ltd
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20 Apr 2018 10:54
Itochu's Tender Offer Provides an Attractive Profit-Taking Opportunity
Itochu Corporation, FamilyMart UNY Holdings Co Ltd (8028 JP)'s largest shareholder, has announced a tender offer to buy a nearly 10% stake in...
Morningstar, Inc.
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176 Views
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bearish
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FamilyMart Co Ltd
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20 Apr 2018 05:51
Itochu Tender For FamilyMart - Winnie Sees a Hunny Pot But Greedy Bears Get Stuck
A bit over three years ago, FamilyMart (then 8028 JP) and UNY (then 8270 JP) agreed to consider a merger. The two companies took their sweet time...
Travis Lundy
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795 Views
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