Parkway Pantai: Good Brand with Limited Upside
We initiate our coverage of Parkway Pantai Ltd (0794727D SP) (Parkway Pantai), a wholly-owned subsidiary of IHH Healthcare (IHH MK) of which major...
385 Views
Keeping It in the Family: Why Familymart Is Worth so Much More to Itochu
Itochu's plans for Familymart are about a lot more than control – it has had effective control for years anyway. There is a much bigger story: the...
621 Views
Big Apparel in Trouble: Sanyo Shokai Slashes Stores and Fights off Shareholder Pressure
As reported in an earlier insight (Big Apparel in Trouble: Onward to Close 1,400 stores), Japan's big apparel firms were already fighting for...
272 Views
Thomson Medical Group: Medicated by Leverage
We initiate our coverage of Thomson Medical Group Limited (ROWS SP) (TMG). The acquisition of a profitable Thomson Medical Centre (TMC) together...
330 Views
After Covid: The Future for Japanese Retail: Winners & Losers
No one really knows what will happen after the initial shock of the coronavirus fades away. Many observers in Japan, expert and otherwise, are...
276 Views