MitCorp (8058) BIG Buyback - Share Demand Will Help Weather The Storm
Stocks globally hit by Donald Trump's tariffs, MitCorp is a trader, getting hurt. But MitCorp product lines are essentially globally fungible, and...
1.1k Views
MitCorp (8058 JP) Earnings and Buyback - Shareholder Structure Matters
MitCorp announced good earnings, a lower FY23 forecast (expected as commodity-related over-profitability falls back), and a large buyback. It is...
631 Views
Merger Arb Mondays (23 June) - ENN Energy, Dickson, HKBN, Mayne, Insignia, Santos, Smartpay
We summarise the latest spreads and newsflow of merger arb situations we cover across Hong Kong, Australia, New Zealand, Singapore, Japan,...
337 Views
7&I (3382 JP) - An ITO Family MBO? With Itochu? At ¥9trln? Maybe. Information Is Scarce
An MBO for Seven & i by the ITO family? Maybe. And the number was big (¥3450/sh), unless it was small (¥2,300/sh), and we don't know which. But it...
892 Views
How Seven Eleven and Other Conbinis Are Sitting on a Retail Media Goldmine
Japanese CVS are adapting retail media and expect this to be a ¥3 trillion business with highly personalised targeting and behavioural analysis...
457 Views