Updates on The Couche-Tard Deal for 7&I (3382 JP)
The ATD deal for 3382 will be long-dated. It will take months, not weeks. Effectively, both parties want 3382's share price higher. If higher,...
663 Views
To Tender Or Not - Gauging The Future of Sun Corp (6736)
The Sun Corp Tender close nears (15 Aug). TWC is aiming to buy at least 5% but up to 19%. After recent volatility, 5% is an easier ask. But if you...
705 Views
True Wind Raises Partial Offer for Sun Corp Further, Leaving an Interesting Back End
True Wind has raised its price again. Now ¥5500, above market. Rise in Price (29%) mimics rise in yen value of CLBT (27.2%). Minimum substantially...
799 Views
Sanken (6707)| Attractive for Activists and Growth Investors
Sanken is an attractive investment for activists and growth investors alike. There is an attractive 57% upside to a SOTP valuation that could be...
640 Views
Asia Shorts: HKEX, Mengniu, Kuaishou, AIA, Sharp, Yaskawa, Kumho, HMC, Celltrion, TSMC, Yang Ming
The Insight looks at large short interest movements across HK, Japan, Korea and Taiwan stocks and highlights large increases/decreases in shorts to...
406 Views