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SMARTSCORE: 3.6/5
MatsukiyoCocokara (3088 JP)
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113
Analysis
Consumer Staples
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Japan
MatsukiyoCocokara & Co. operates drug store chains. The Company retails medicines, cosmetics, health foods, beauty care products, and other products. MatsukiyoCocokara & also operates supermarkets and home centers.
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bullish
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Thematic (Sector/Industry)
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02 Jul 2025 00:00
[Japan M&A] Who Owns Who: The Growing Concentration of Power in Japanese Consumer Markets
Consumer distribution has shifted post-2020, with market concentration driven by M&A and MBOs. We identify the leaders of this consolidation,...
Michael Causton
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352 Views
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bullish
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Thematic (Sector/Industry)
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29 Aug 2022 10:01
Japanese Retailing 2021-22: What's Really Going on and What's Next?
There is increasing divergence between the winners and losers in Japanese retailing and the following in-depth review looks at performance in the...
Michael Causton
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459 Views
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bullish
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Thematic (Sector/Industry)
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10 Aug 2023 02:00
Japan's Best Performing Retailers
There were strong improvements in both sales and profits for leading retailers last year and the following insight looks at the main winners and...
Michael Causton
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511 Views
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bullish
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Tsuruha Holdings
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26 May 2025 10:31
[Japan Activism/M&A] - Shareholders Approve Tsuruha/Welcia Merger - Now It's Partial Offer+Synergies
Nikkei has reported the Welcia/Tsuruha merger is approved. Neither company has confirmed yet. But this means analysts start to look at synergies,...
Travis Lundy
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508 Views
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bullish
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Tsuruha Holdings
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25 May 2025 08:42
Tsuruha (3391 JP)/Welcia (3141 JP): Vote Musings
The Tsuruha vote on 26 May will be close but likely to be approved. Long Tsuruha is the trade, irrespective of the vote.
Arun George
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451 Views
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