Familymart Tilts at Don Quijote II: The Arb Grids
The companion piece to this insight - Familymart Tilts at Don Quijote I : Squeezitudinosity lays out the situation of the Tender Offer. The...
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Familymart Tilts at Don Quijote I : Squeezitudinosity
Today, an hour before the open, Familymart Uny Holdings (8028 JP) announced that it had held a board meeting and resolved to commence a Tender...
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Don Quijote (7532) To Buy All of Uny - Very Positive Move.
Nikkei today report that Family Mart plans to sell its remaining 60% in Uny to Don Quijote. Don Quijote bought the initial 40%, at below book,...
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Smartkarma’s Week that Was in JP/KR: King Street Vs. Toshiba, Korea's Donki, and SKT Split
Below is the list of the Japan/Korea related posts put on the Smartkarma platform last week. It was a holiday week for both Japan and Korea. So, we...
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Don Quijote Holdings (7532) Long Term Growth Story
We maintain our BUY on this name. Back in August 2017, we concluded that the shares were certainly note cheap (20x 6/18 earnings) but this would...
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