Jeans Mate Posts a Profit at Last
While Rizap Group (2928 JP) has seen its share price crash and its CEO bow in apology after profit warnings and a plan to radically cut back on...
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Japan Convenience Stores Still Innovating in a Saturated Market
The following is an in-depth review of the Japanese convenience store (CVS) sector and, in particular, the top three players, Seven Eleven (Seven...
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FamilyMart: A Shrewd Head-Fake?
We think the failed tender but continued asset sale between Familymart Uny (8028 JP) and Don Quijote (7532 JP)  is astutely beneficial for...
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FamilyMart Tender Offer for Don Quijote Misses The Mark as Mr. Partridge Stands Pat
In October, the Nikkei leaked and Familymart Uny Holdings (8028 JP) immediately thereafter announced that Familymart would sell the rest of its GMS...
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FamilyMart: The Self-Tilting Tender – Why We Think FamilyMart Is Outperforming Don Quijote
Familymart Uny Holdings (8028 JP) shares are up 36% vs. 12% for Don Quijote Holdings (7532 JP) since the formal announcement of their two-way deal....
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