Global Equities (ACWI-US) Likely to Retest the March Low
We continue to believe global equities (ACWI-US) are likely to test the recent low made on March 23, with an undercut of roughly 10% also in the...
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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,...
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🇯🇵 JAPAN • Results & Revisions Daily Roundup - 10th February ▲7003 8802 2433 ▼6965 9989 6324
10TH FEBRUARY ROUNDUP - 189 results and 93 revision announcements had little impact on our aggregate Scores, although decliners still outweighed...
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Cocokara/MatsuKiyo - Disappointing But Not Disappointing
On 26 April 2019, just before the start of the Golden Week holiday, Matsumotokiyoshi Holdings Co (3088 JP) (hereafter "MatsuKiyo" or "MK") and...
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Gotta Go With Cocokara
Just before Golden Week last year, specialty drugstore retailers Matsumotokiyoshi Holdings Co (3088 JP) (#4 or #5 in sales) and Cocokara Fine (3098...
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