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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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14 Dec 2017 06:27
Sectors Not Correlated to TOPIX - Retailing, Food & Staples Retailing, and Utilities
We recently published a piece looking at Sectors that are highly correlated to TOPIX. In the piece, we highlight the other side. Sectors that are...
Custom Products Group
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282 Views
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bullish
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Thematic (Sector/Industry)
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16 Nov 2017 10:21
Consumer Foodservice in Japan
Fast food drives improved performance Growing emphasis on domestically produced ingredients Convenience stores strengthen their...
Euromonitor International Ltd.
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291 Views
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bearish
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Amazon.com Inc
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24 Oct 2017 10:51
What Will Amazon Buy Next? Anything in Australia/Asia?
In this note, we look at the potential acquisition opportunities for Amazon. We believe Amazon is likely to make further purchases on top of the...
Rickin Thakrar
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412 Views
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bearish
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Lawson Inc
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07 Jul 2017 08:12
Lawson's 1Q Results Fell Short of Expectation; Investment Efforts Not Yet Yielding Results
Lawson’s first-quarter results appear to fall short of the company’s target although the company claimed that earnings were in line with its...
Morningstar, Inc.
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157 Views
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bullish
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Thematic (Sector/Industry)
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07 Jul 2017 05:33
Stock Picking Does Not Matter in Financials but Does in Retail Trade......
I have always wondered why there were Bank Analysts in Japan. The correlations between the different names are so high that it just does not really...
Custom Products Group
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137 Views
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