Matsukiyo-Cocokara Situation Gets Its Activist Noise Started
MatsuKiyo-Cocokara was not unlikely to get an activist as Oasis is in the register above 5%. Now it has one. But time is short, and the argument...
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A Quick Run Through Fundamentals Before The MatsumotoKiyoshi and Cocokara Fine Merger
Even though the ¥1,500bn revenue number looks rather daunting at first glance, if MatsukiyoCocokara is able to grow its store count at a compound...
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Last Week in Event SPACE: China Youzan, Mcdonald's, Beijing Jingneng, Ricoh, Melco Resorts, LG Corp
The weekend is here! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed...
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MatsuKiyoCocokara Merger and Implied Forward Forecasts
The MatsuKiyo+Cocokara NEWCO makes for a compelling investment. One model for the breakdown of the components of forward revenue, OP, and NP, and...
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MatsukiyoCocokara & Co - The Merger
The MatsuKiyo Cocokara merger NEWCO will be named MatsuKiyo Cocokara. That's boring. The details, however, are not. This stock is cheap and...
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