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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
•
Thematic (Sector/Industry)
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25 Jun 2024 08:00
Japan Drugstores: More M&A as Sector Attacks Supermarkets and Conbini
The merger of Welcia and Tsuruha reflects market consolidation in Japan's drugstore sector, with major attacks on supermarkets and even conbinis....
Michael Causton
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171 Views
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bullish
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Thematic (Sector/Industry)
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08 May 2024 08:00
Japan Tourist Spending Per Head up 50% on 2019 Amid Record Arrivals
Japan's tourism rebound post-Covid was expected due to high demand, but diverse nationalities and increased spending per visitor are boosting...
Michael Causton
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187 Views
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bullish
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Keisei Electric Railway Co
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03 Mar 2024 07:00
Last Week in Event SPACE: Keisei Electric, CSR, Rakuten, HK Property, Aeon/TSURUHA/Welcia
The weekend is here! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed...
David Blennerhassett
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3.3k Views
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bullish
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Tsuruha Holdings
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29 Feb 2024 07:30
Aeon (Maybe) Gets Tsuruha, Could Trigger Wave of Mergers in the Sector (And Beyond)
Aeon's potential increased stake in Tsuruha Holdings and possible merger with Welcia will likely prompt drugstore competitors to consider their...
Michael Causton
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321 Views
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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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251 Views
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