Yamada Holdings (9831 JP): Synthetic Expert Call Transcript (07 Aug 2026)
Murakami Group’s Strategic Arbitrage: The activist firm City Index Eleventh (led by Yoshiaki Murakami’s daughter, Aya Nomura) has aggressively...
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Primer: Yamada Holdings (9831 JP) - Aug 2026
A landmark merger with competitor Edion Corp, set to create a dominant ¥2.5 trillion retail giant, is the central pillar of future strategy,...
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[Japan M&A] Yamada HD (9831) And EDION (2730) Merger Talks See A Potentially Big Twist
Yamada HD outperformed EDION after an initial kneejerk reaction the other way post announcement of negotiations, but it has been flat recently....
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Japanese Big Retailers: Winners and Losers
An in-depth review of Japan retailers with sales of ¥250+ in 2025: FMCG retailers dominate with market concentration increasing, discounters...
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[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,...
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