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...
507 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...
416 Views
Merger Arb Mondays (23 June) - ENN Energy, Dickson, HKBN, Mayne, Insignia, Santos, Smartpay
We summarise the latest spreads and newsflow of merger arb situations we cover across Hong Kong, Australia, New Zealand, Singapore, Japan,...
339 Views
OK Super: Disrupting Kansai Supermarket Sector
OK Super's entry into the Kansai market is shaking up local competitors with its deep discounts, posing a threat to existing chains lacking...
253 Views