(Mostly) Asia-Pac M&A: Gold Fields, Sinarmas Land, Shinko Electric, Domain, Japfa, Tsuruha/Welcia
This insight provides a summary of gross/annualised spreads (on deals discussed on Smartkarma) across Asia-Pacific as at the last trading date, and...
519 Views
7&I (3382) - Clarifications of Clarifications But Progress Is Apparent
Seven & i put out a Letter contesting Myths, responding with Facts. It appeared to address shareholder complaints and the fact that 7&i believes...
575 Views
Seven & I Holdings (3382 JP): Uncomfortable Truths
The statements underscore the Board’s serious doubts about securing US antitrust approval. The significant discrepancies in the engagement timeline...
720 Views
Merger Arb Mondays (24 Mar) - HKBN, ESR, Canvest, Vesync, Seven & I, Proto, Makino, Spartan
We summarise the latest spreads and newsflow of merger arb situations we cover across Hong Kong, Australia, New Zealand, Singapore, Japan,...
606 Views
Retail Media Can Help Pay for a ¥2 Trillion Buyback
Seven & I seeks shareholder approval for ¥2 trillion buyback despite Seven Eleven's struggles, but retail media could potentially help fund a...
736 Views