Tsuruha-Welcia Merger to Form Biggest Drugstore Alliance, +Aeon TOB
Aeon’s partial TOB for Tsuruha Holdings is targeting 43,240,590 shares at 2900 per share, or around JPY 125B notional running from Dec 3 to Jan 6. ...
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Indofood CBP (ICBP.IJ) A Compelling Entry Point Ahead of the Expected FY26 Recovery
ICBP’s recent selloff appears overdone, while fundamentals remain intact and 4Q25 should see a seasonal uplift from festive demand.
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Tsuruha-Welcia: Will Scale Translate into Profit?
Tsuruha-Welcia merger aims for ¥50 billion in savings through procurement, private brands, and stores, but faces challenges in weak food...
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Pakistan Listed Consumer Comp Sheet
Pakistan listed Consumer sector is currently trading at 2025 PE of 13.2x which is at a discount to its historical average of 22.32x. Segment wise,...
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Primer: Showa Sangyo (2004 JP) - Dec 2025
Showa Sangyo is a major Japanese food company with a diversified business portfolio centered on grain processing, including flour milling,...
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