Japan Morning Connection: Time to Revisit the Most Bungled Conglomerate Left Standing?
Tech strong despite market shift away from NVDA,. Home builders surge on Bessent's nomination, Kyocera ripe for activist involvement.
378 Views
Merger Arb Mondays (25 Nov) - Seven & I, Fuji Soft, ID&EH, Arcadium, Henlius, Canvest, GAPack
This week, the highest gross spreads are Henlius (21.5%), Canvest (13.7%), Get Nice Financial (13.3%), Shinko Electric (12.7%), Arcadium Lithium...
516 Views
Seven & I Holdings (3382 JP): Evaluating the Potential MBO
The NHK article increases the credibility of the MBO. The completion time pressures Couche-Tard to respond by either overbidding, working on a...
586 Views
Merger Arb Mondays (18 Nov) - Henlius, GAPack, Xingda, Seven & I, Fuji Soft, NEC Networks, Macromill
This week, the highest gross spreads are Renewable Japan (80.3%), Henlius (22.1%), Macromill (18.4%), Seven & I (14.8%), Canvest (14.0%), GA Pack...
484 Views
Seven & I Holdings (3382 JP): The Rumoured MBO Price Underscores the Trapped Value
The "white knight" MBO undermines Couche-Tard’s offer and is a proxy for the restructuring plan's value. Couche-Tard will likely walk if a binding...
941 Views