Japan's Convenience Stores Still Growing, Still Innovating
Japan's convenience store sector, dominated by 3 major chains, is bouncing back after their first decline in 50 years in 2020, with innovative...
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Japan's Best Performing Retailers
There were strong improvements in both sales and profits for leading retailers last year and the following insight looks at the main winners and...
499 Views
Seven & I: The Biggest Barrier to Change Has Gone
Activist investors complain about the lack of change at Seven & I but fealty to the founder was always stronger. That has now gone and a lot of...
411 Views
Merger Arb Mondays (02 June) - Seven & I, SBI Sumishin, Shibaura, Mayne, ENN Energy, HKBN, Zeekr
We summarise the latest spreads and newsflow of merger arb situations we cover across Hong Kong, Australia, New Zealand, Singapore, Japan,...
422 Views
Valor Responds to Trial-Seiyu Threat
Valor, a Chubu-based supermarket group, accelerates expansion plans after Trial acquires Seiyu, targeting Kansai region for disruption in the...
394 Views