Seven & I Holdings (3382 JP): Reading Between the Lines of the Public Letter
The letter addresses most of Artisan's concerns. Concerning the Couche-Tard offer, the letter projects constructive engagement on the surface but...
625 Views
Merger Arb Mondays (10 Mar) - Seven & I, Naigai, ESR, Soundwill, OneConnect, Goldlion, PointsBet
We summarise the latest spreads and newsflow of merger arb situations we cover across Hong Kong, Australia, New Zealand, Singapore, Japan,...
657 Views
Last Week in Event SPACE: Cheung Kong, Macromill, China National Building Material, Canvest
It’s Sunday! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed during the...
517 Views
(Mostly) Asia-Pac M&A: Oneconnect, Snt, Aeon Delight, AEON Mall, Insignia, 7&I, Sun Art
This insight provides a summary of gross/annualised spreads (on deals discussed on Smartkarma) across Asia-Pacific as at the last trading date, and...
1.4k Views
Trial a Top 10 Retailer After Seiyu Purchase from KKR (With Big Synergies)
​Trial, a leading discounter in Japan, becomes a national champion by acquiring Seiyu, creating a strong competitor to major retailers in building...
522 Views