Death Rattle for Defensives?
While it is not a given that a switch from a high growth, high interest rate environment to a low growth, low interest rate environment is a good...
1k Views
Itochu's FamilyMart Buy Completed; Now Back to Your Regularly Scheduled Program
On February 4th this year, FamilyMart's leading shareholder trading house Itochu Corp (which held 36.9% of FamilyMart's shares outstanding at the...
271 Views
McDonald's Japan: Restructuring Event Coming But Don't Buy This Dip
The story of the ownership unwinding of McDonald's Japan has been a very long time coming. McDonald's Japan was started in 1971 by Japanese...
793 Views
Second To Last Call on the "Love Call Underdog"?
In the midst of last week's earnings reports by Japanese retailers, last Thursday's Nikkei had a couple of articles on convenience stores.One of...
415 Views
Tokyo Kohtetsu I: Once More Unto the Breach? Nope - This one gets done
Late in the evening on Sep 18th, after the trading world in Japan had gone home for the 5-day weekend, Osaka Steel (5449 JP) announced that it...
279 Views