Treasure Factory (3093) – 10 ways to create your treasures

Treasure Factory (3093) – 10 ways to create your treasures Note: Some excel tables could not be uploaded here.  If you are interested in numerical data of Treasure Factory, please visit my LinkedIn Group “Decoding Japanese Stock Anomalies” Summary Update: So far I have published reports on three Japanese reuse/discount retailers: Treasure Factory in (1/23), …

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Japanese CVS industry: my regret, retail media and a follow up to my earlier write-up “Dare I say, convenience stores in Japan not only survive but also flourish?

KDDI’s recent TOB (Tender Offer) for Lawson and NTT Docomo’s collaboration with Family Mart reveal that mobile carriers’ desire to expand their businesses by collaborating with convenience store chains. 1. KDDI KDDI plans to purchase all the shares of Lawson that are not owned by Mitsubishi, its parent company, and take it private in a …

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Yamae Group Holdings (7130) – From a local food wholesaler to nationwide operator of Pizza Hut Japan

Yamae Group Holdings (“Yamae” or the “company”) represents a fusion of tradition and innovation. With its roots tracing back to a family-owned wholesaler of rice and fertilizer in Kyushu, the southwestern part of Japan, the company has grown organically and through strategic mergers and acquisitions. Today, as a holding company of 63 group companies, established …

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Unconventional approach to capitalize on “succession M&A surge” in Japan

Unconventional approach to capitalize on “succession M&A surge” in Japan   For tables/charts, please refer to the link below.   https://www.linkedin.com/feed/update/urn:li:activity:7138728944408662016?utm_source=share&utm_medium=member_desktop I have given considerable thought to the proposition I am about to present. While it may seem particularly unconventional to some investors, it may indeed stimulate your intellectual curiosity. Please read on. Consider a …

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Dare I say, convenience stores in Japan not only survive but also flourish?

Since their inception in the 1970s, these stores have evolved beyond their initial role as simple retail outlets. They have transformed into a vital part of the social infrastructure that offers a wide array of services, including financial and administrative ones. These stores, often referred to as “CVS”, provide a variety of fresh, high-quality products …

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Japanese IPO market bucks a trend

In a recent brief (the link below), KPMG offered an enlightening analysis of the current IPO market in Asia. The report accentuates the escalating IPO markets and VC fundings in Japan, a phenomenon that starkly contrasts with the rest of the Asian markets. An active IPO (Initial Public Offering) market is generally interpreted as a …

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