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Welcia Holdings (3141 JP)
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91
Analysis
Consumer Staples
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Japan
WELCIA HOLDINGS CO.,LTD. is a holding company established through a merger of Welcia Kanto and Takada Pharmacy. The Group mainly operates drug chain stores which sell medicines, health foods, cosmetics, nursery items and daily necessity goods.
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bullish
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Thematic (Sector/Industry)
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18 Sep 2020 18:12
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...
Michael Causton
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303 Views
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bullish
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FamilyMart Co Ltd
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27 Jul 2020 18:16
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...
Michael Causton
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635 Views
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bearish
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Thematic (Sector/Industry)
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09 Jul 2020 07:08
🇯🇵 JAPAN • Results & Revisions 8th July - Aeon Group - Sum < Parts
Aeon (8267 JP)- Despite the strong performance from the group's grocery and drugstore chains, the Aeon group reported its first-ever quarterly...
Campbell Gunn
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335 Views
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bearish
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Thematic (Sector/Industry)
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03 Jul 2020 07:24
🇯🇵 JAPAN • Results & Revisions 2nd July • Scrambled Eggs
SCRAMBLED EGGS - The was not so much 'love around the kitchen table' for Japan's beloved Kewpie (QP) mayonnaise recently. Second-quarter revenues...
Campbell Gunn
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336 Views
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bullish
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Welcia Holdings
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16 Jun 2020 20:34
Welcia: Aeon’s Profit Machine
Aeon Co Ltd (8267 JP) is Japan’s largest retail conglomerate by revenues but it struggles to make respectable profits.Now, as with Seven-Eleven at...
Michael Causton
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366 Views
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