2021 High Conviction Call: Seven & I Completes the Speedway Acquisition, But Not Without Trouble
Investors cannot completely ignore legal ramifications, but the probability of occurrence of such seems somewhat slim in our opinion. On the other...
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Aeon 2020: A Year of Ups and Downs but a More Profitable Future
Aeon has for long had issues with low margins thanks to its dependence on real estate rents over actual retailing. This is changing and for the...
201 Views
Asia Shorts: Sunny Optic, CMB, Ping An, 7&I, Keihan, Celltrion, Shinpoong, KCC, China Steel, Novatek
The Insight looks at large short interest movements across HK, Japan, Korea and Taiwan stocks and highlights large increases/decreases in shorts to...
353 Views
Activist Investor Requests Seven & I to Focus on 7-Eleven Convenience Store Business
Seven & I is better off focusing on the capital-light 7-Eleven convenience store business. The disposal of department stores, speciality stores and...
339 Views
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