The GER Weekly EVENTS Wrap: Healius, FamilyMart, Healthscope, Myob and Hitachi
Happy New Year! Below is a recap of the key event-driven research produced by the Global Equity Research team. This week we dig into the potential...
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FamilyMart: A Shrewd Head-Fake?
We think the failed tender but continued asset sale between Familymart Uny (8028 JP) and Don Quijote (7532 JP) is astutely beneficial for...
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FamilyMart Tender Offer for Don Quijote Misses The Mark as Mr. Partridge Stands Pat
In October, the Nikkei leaked and Familymart Uny Holdings (8028 JP) immediately thereafter announced that Familymart would sell the rest of its GMS...
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Belluna: Growing by Selling Gentility to the Expanding Older Market in Japan
While Nissen and Senshukai (8165 JP) have hit new lows in the past five years, Belluna (9997 JP) has gone from strength to strength by sticking...
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The GER Weekly EVENTS Wrap: Anta/Amer, Trade Me, Hengan and API/Sigma
Below is a recap of the key event-driven research produced by the Global Equity Research team. This week Arun develops a differentiated view on the...
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