Consumer Foodservice in Japan
Fast food drives improved performance Growing emphasis on domestically produced ingredients Convenience stores strengthen their...
434 Views
What Will Amazon Buy Next? Anything in Australia/Asia?
In this note, we look at the potential acquisition opportunities for Amazon. We believe Amazon is likely to make further purchases on top of the...
517 Views
Lawson's 1Q Results Fell Short of Expectation; Investment Efforts Not Yet Yielding Results
Lawson’s first-quarter results appear to fall short of the company’s target although the company claimed that earnings were in line with its...
240 Views
Stock Picking Does Not Matter in Financials but Does in Retail Trade......
I have always wondered why there were Bank Analysts in Japan. The correlations between the different names are so high that it just does not really...
233 Views
FamilyMart to Lift Stake in Kanemi - De Facto Takeover, Minorities Beware
The Nikkei reported Thursday morning that FamilyMart UNY Holdings Co Ltd (8028 JP) would lift its stake in Kanemi Co Ltd (2669 JP) from 26.05% (of...
603 Views