A Quick Look at the Buffet Trade and the Most Obvious Follow-Ons
Last week it was revealed that Warren Buffet had taken stakes of about 5% in Japan’s five major trading companies. This comes at a time when the...
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Seven & I/Lawson: Pair Trade Idea
Regardless of the performance disparity between Nikkei and Topix during August 2020, which favoured Lawson, Seven & I outperformed Lawson by 10pp.
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FamilyMart: Itochu's Offer May Not Be Enough to Persuade a Sale From Long Term Investors
Various media outlets reported last week that Itochu Corp (8001 JP)Â is not willing to pay more than the tender offer price of ÂĄ2,300 per share to...
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Asia Short Interest Weekly: SMIC, Hua Hong, WuXi, Alibaba, HSBC, Seven&I, Shimano, Kirin, Genius
The Asia Short Interest weekly looks at moves in market wide short interest and highlights movements in stock specific short interest across Hong...
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Seven & I: Fill It up to the Top
Seven & I Holdings (3382 JP)Â , owner of the 7-11 convenience store brand, made its largest-ever acquisition by agreeing to purchase US gas...
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