E-Commerce in Japan 2017-2022: Relentless Expansion Means Upheaval in Consumer Goods Distribution
E-commerce sales grew just under 10% in 2016 at the most conservative estimate, and we expect double digit growth for at least the next five...
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Itochu's Tender Offer Provides an Attractive Profit-Taking Opportunity
Itochu Corporation, FamilyMart UNY Holdings Co Ltd (8028 JP)'s largest shareholder, has announced a tender offer to buy a nearly 10% stake in...
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Itochu Tender For FamilyMart - Winnie Sees a Hunny Pot But Greedy Bears Get Stuck
A bit over three years ago, FamilyMart (then 8028 JP) and UNY (then 8270 JP) agreed to consider a merger. The two companies took their sweet time...
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UCS (8787 JP) Minorities To Get Squeezed Out
A bit under a year ago when Familymart had completed its merger with UNY, we looked Japan CVS Sector: Boots On the Ground to see the competitive...
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Sectors Not Correlated to TOPIX - Retailing, Food & Staples Retailing, and Utilities
We recently published a piece looking at Sectors that are highly correlated to TOPIX. In the piece, we highlight the other side. Sectors that are...
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