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
Japan Retail Review 2019-20 Part II: A Sector by Sector Review of Winners and Losers
At least until the Covid-19 crisis hit Japan in January, the majority of retailers were gearing up to announce yet another really good year of...
303 Views
Japanese Drugstores: With Maturity Comes Marriage
The following is an in-depth review of the drugstore sector and the impact of the Cocokara Fine and Matsukiyo merger on other key drugstore stocks,...
423 Views
Cocokara (3098) Going With MatsuKiyo (3088) But Ratio Overextended
A couple of minutes before the AM session close yesterday, the Nikkei Inc released a story saying that the Special Committee formed to help...
666 Views
Drug-Fuelled Marriages and Macho Shachos* in Japan
The Japanese drugstore sector has been consolidating fast for a decade led by Aeon's (8267 JP) Welcia subsidiary, Tsuruha Holdings (3391 JP) and...
836 Views