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Cosmos Pharmaceutical (3349 JP)
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Analysis
Consumer Staples
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Japan
COSMOS Pharmaceutical Corporation operates drug stores based in Kyushu. The Company sells daily necessities such as drug medicines, foodstuffs, and alcoholic beverages.
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bullish
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Thematic (Sector/Industry)
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26 Jun 2024 09:00
Leaders of Japan's Drugstore Sector
Japan's drugstore sector is consolidating through organic growth and M&A, with key players poised to dominate retailing in the next decade. But...
Michael Causton
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278 Views
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bullish
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Thematic (Sector/Industry)
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25 Jun 2024 08:00
Japan Drugstores: More M&A as Sector Attacks Supermarkets and Conbini
The merger of Welcia and Tsuruha reflects market consolidation in Japan's drugstore sector, with major attacks on supermarkets and even conbinis....
Michael Causton
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226 Views
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bullish
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Kobe Bussan
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21 Mar 2024 09:00
Kobe Bussan: Expect More Growth
Kobe Bussan's record results in FY2023 show the demand for discount retailing. Its is expanding operations and building domestic factories as well...
Michael Causton
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275 Views
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bullish
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Trial Holdings
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20 Mar 2024 09:45
Trial Holdings IPO Trading - Demand and Valuation Are Towards the Higher Side
Trial Holdings (5882 JP) (TH) raised around US$259m after pricing its IPO at the top-end in its Japan IPO. In this note, we talk about the trading...
Sumeet Singh
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432 Views
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bullish
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Trial Holdings
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04 Mar 2024 13:08
Trial Holdings IPO - Not Wholly Convinced but a Strong Market Should Help
Trial Holdings (5882 JP) (TH) is now looking to raise up to US$259m in its Japan IPO, after having canceled its prior listing attempt last year. In...
Sumeet Singh
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805 Views
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