Merger Arb Mondays (02 June) - Seven & I, SBI Sumishin, Shibaura, Mayne, ENN Energy, HKBN, Zeekr
We summarise the latest spreads and newsflow of merger arb situations we cover across Hong Kong, Australia, New Zealand, Singapore, Japan,...
480 Views
Conbini Winning by Adding Value but Not Seven Eleven
Four largest convenience stores had mixed results last year due to handling of inflation; Seven Eleven lagged behind due to price perception and...
271 Views
Seven & I Holdings (3382 JP): Wait and Hope
The AGM was a vote of confidence in the Board's plan. However, the effectiveness of the management initiatives remains uncertain, and a Couche-Tard...
392 Views
Merger Arb Mondays (19 May) - Seven & I, Nissin, Welcia/Tsuruha, Mayne, ESR, OneConnect, Frasers
We summarise the latest spreads and newsflow of merger arb situations we cover across Hong Kong, Australia, New Zealand, Singapore, Japan,...
529 Views
Merger Arb Mondays (28 Apr) - Seven & I, Shibaura, Makino, Bright Smart, ENN Energy, Tam Jai
We summarise the latest spreads and newsflow of merger arb situations we cover across Hong Kong, Australia, New Zealand, Singapore, Japan,...
791 Views