Izumi Focus on Food and Online Should Improve Margins
Izumi has been one of the few decent performers among GMS retailers in the past five years but now looks under increasing pressure - despite new...
403 Views
Asia Shorts: BYD, Ping An, Toshiba, Rakus, Aeon, Celltrion, LG Display, SK Chem, Novatek, Yang Ming
The Insight looks at large short interest movements across HK, Japan, Korea and Taiwan stocks and highlights large increases/decreases in shorts to...
583 Views
Japan Drugstores: Growing Leadership in Food, Household, Cosmetics – and the Odd Medicine Too
The Japanese drugstore sector has seen a big merger but there will be more as the sector not only consolidates down to a few leaders but also...
563 Views
Matsukiyo-Cocokara Merger Heralds New Era for Drugstores
The merger of Matsukiyo and Cocokara will force further consolidation through M&A in the drugstore sector as regional powerhouses begin to clash as...
638 Views
Genky: Another Japanese Discount Winner
Although counted as a drugstore, Genky is one of Japan’s most food-focused, discount retailers. The chain ihas grown rapidly in recent years, with...
526 Views