Cocokara/MatsuKiyo Deal Finally Coming?
10 days ago cocokara fine (3098) announced a delay in Q3 earnings because of the coronavirus emergency measures - to the same day as MatsuKiyo...
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JAPAN FLOW: Foreign Investor Flows Still Matter (Redux, Reduxed) - Playing Catchup
The Japanese market has unusual flow cyclicality. Foreigners take price. They have been net sellers. They buy when USD-denom TOPIX outperforms....
481 Views
Cocokara/MatsuKiyo - Big Gains Since Delay, Stay Long Both
When Cocokara Fine (3098 JP) was bee
666 Views
Welcia: Aeon’s Profit Machine
Aeon Co Ltd (8267 JP) is Japan’s largest retail conglomerate by revenues but it struggles to make respectable profits.Now, as with Seven-Eleven at...
531 Views
(Mostly) Asia M&A: April 2020 Roundup
For the month of April, just six new deals were discussed on Smartkarma with an overall announced deal size of ~US$9.4bn. Clicking on the...
809 Views