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MatsukiyoCocokara (3088 JP)
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105
Analysis
Consumer Staples
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Japan
MatsukiyoCocokara & Co. operates drug store chains. The Company retails medicines, cosmetics, health foods, beauty care products, and other products. MatsukiyoCocokara & also operates supermarkets and home centers.
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bullish
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Tsuruha Holdings
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28 Feb 2024 19:40
Aeon (8267 JP), Tsuruha (3391 JP) And Welcia (3141 JP)’s Long-Dated Plan
We prefer to play these transactions through Tsuruha due to a valuation benchmark (Aeon’s acquisition from Oasis at JPY15,500) and undemanding...
Arun George
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249 Views
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bullish
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Tsuruha Holdings
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27 Feb 2024 05:11
Aeon, Welcia and Tsuruha: Creating an FMCG Behemoth
Merger between Welcia and Tsuruha under Aeon may happen as FMCG-drugstores increasingly compete with supermarkets and CVS, so we need to view the...
Michael Causton
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321 Views
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bullish
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Tsuruha Holdings
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26 Feb 2024 19:05
Activists May Be Pushing Tsuruha Towards a Merger with Welcia
This insight from last September looked at the likelihood of a merger attempt by Aeon between Welcia and Tsuruha. The reasons for this are similar...
Michael Causton
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549 Views
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bullish
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Tsuruha Holdings
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26 Feb 2024 14:10
Tsuruha (3391) And Welcia (3141) - Aeon Tsuruha Stake Buy Followed by Merger?
Over the weekend we have news suggesting Aeon is pushing Tsuruha and Welcia towards a merger after buying Oasis' Tsuruha stake. Both stocks are up....
Travis Lundy
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595 Views
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bullish
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Thematic (Sector/Industry)
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01 Feb 2024 11:00
Japan Retail Update: Winners and Losers as FY2023 Ends
Summary: Japan's retail sectors in 2023 saw drugstore consolidation and encroachment on supermarkets, while dept. stores and lifestyle retailing...
Michael Causton
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253 Views
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