Asia Shorts: Kuaishou, EDU, Fuyao, Galaxy, KDDI, Sharp, HMC, HMM, SK Tel, Naver, Novatek, Yageo
The Insight looks at large short interest movements across HK, Japan, Korea and Taiwan stocks and highlights large increases/decreases in shorts to...
228 Views
Japan's Governance: Founder Family Ownership / Case of Drugstore Industry
I would like to discuss the founder's ownership ratio and the future of performance and governance in the case of 10 major drugstore companies that...
174 Views
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...
299 Views
(Mostly) Asia M&A: April 2021 Roundup
The average premium for the new deals announced (or first discussed) in April was ~13%, with a year-to-date average of ~30% (66 deals).
375 Views
Matsukiyo-Cocokara Merger Heralds New Era for Drugstores
The merger of Matsukiyo and Cocokara will force further consolidation through M&A in the drugstore sector as regional powerhouses begin to clash as...
293 Views