Matsukiyo-Cocokara Merger Heralds New Era for Drugstores
The merger of Matsukiyo and Cocokara will force further consolidation through M&A in the drugstore sector as regional powerhouses begin to clash as...
638 Views
Matsukiyo-Cocokara Situation Gets Its Activist Noise Started
MatsuKiyo-Cocokara was not unlikely to get an activist as Oasis is in the register above 5%. Now it has one. But time is short, and the argument...
779 Views
A Quick Run Through Fundamentals Before The MatsumotoKiyoshi and Cocokara Fine Merger
Even though the ¥1,500bn revenue number looks rather daunting at first glance, if MatsukiyoCocokara is able to grow its store count at a compound...
658 Views
Last Week in Event SPACE: China Youzan, Mcdonald's, Beijing Jingneng, Ricoh, Melco Resorts, LG Corp
The weekend is here! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed...
1.4k Views
MatsuKiyoCocokara Merger and Implied Forward Forecasts
The MatsuKiyo+Cocokara NEWCO makes for a compelling investment. One model for the breakdown of the components of forward revenue, OP, and NP, and...
619 Views