MatsuKiyoCocokara Merged - Interesting Implications Indeed
MatsuKiyo and Cocokara have merged and NEWCO MatsuKiyoCocokara is now a lowish Real World Float stock which is about to see that float squeezed...
473 Views
The Polarising Pandemic in Japanese Retail
A complete review of the Japanese retail sector in the last 18 months, format by format, category by category, providing key trends and winners &...
291 Views
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