Lung Fung Group (2290 HK): Still Looks Undervalued
Lung Fung announced that its retail sales revenue increased 21.2% in 1Q FY27, while same-store sales grew 10.3%. This is solid momentum, suggesting...
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Primer: Sugi Holdings (7649 JP) - Aug 2026
Sugi Holdings is a major player in the Japanese drugstore industry, demonstrating a robust growth trajectory by successfully integrating...
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Lung Fung Group (2290 HK) IPO: Too Cheap to Ignore
​Lung Fung Group seeks to raise HK$672m in IPO, showing higher margins and profit compared to Sa Sa, with potential 29% upside at IPO price range.
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M&A a Key Tool to Gain Market Share in Japanese Retailing
Japan’s top 81 companies control 48% of all retail sales as of FY2025, up 5.2 points in a single year. M&A was the main reason and the pace of...
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Food, Scripts and Lipsticks: Japan’s Drugstores
​Drugstores in Japan have evolved into dynamic one-stop shops, way beyond pharmaceuticals and is the sector that is consolidating fastest, with...
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