How Seven Eleven and Other Conbinis Are Sitting on a Retail Media Goldmine
Japanese CVS are adapting retail media and expect this to be a ¥3 trillion business with highly personalised targeting and behavioural analysis...
463 Views
Citic Limited - A Deeply Discounted Conglomerate in the Hang Seng Index
Tradeable rally for the Hang Seng Index in motion. Conglomerates have been leading the market (as noted by @David Mudd here BUY/SELL/HOLD: Hong...
1.1k Views
Itochu's Big Plans for Descente – Shame Investors Won't Get a Look In
Itochu is moving further into fashion and lifestyle sectors with sports as a major focus. Absorbing Descente is key to this and a successful...
558 Views
Japan Cross-Shareholding - Summary Matrix - Over US$100bn of Selling in 118 Companies
Toyotal has just announced that it will buy back around 290m (around 2% of the stock) of its own shares from MS&AD, Tokio Marine, MUFG and SMFG. In...
997 Views
Mizuho Cross-Shareholding - US$11bn of Cross-Shareholding, with at Least US$2bn to Sell over FY24-26
Following up on our earlier cross-shareholding notes, in this note we look at Mizuho Financial Group (8411 JP)'s cross-shareholding.
428 Views