Weekly Deals Digest (02 Mar) - Japan Post Bank, 7&I, Aeon Delight, Tonami, Mixue, JXAM
A weekly summary of key developments across ECM and Event-Driven names tracked by us across Hong Kong, Australia, NZ, Singapore, Japan, Indonesia,...
570 Views
Seven & I Holdings (3382 JP): A Potential Derailing of the MBO
Itochu’s potential withdrawal and CP All’s non-participation could be the event that derails the MBO. An Couche-Tard bid remains in play but has...
1k Views
The Week That Was in ASEAN@Smartkarma - Bank Mandiri, CPALL, and Grab Holdings
The past week saw insights on Bank Mandiri (BMRI IJ), CP ALL (CPALL TB), Grab Holdings (GRAB US), Sai Gon Cargo Service (SCS VN), and Ever Glory...
430 Views
7&I (3382) - In Limbo, Dipping, But Stories Coming Together
7&i is seeing the MBO consortium and its financing possibilities take shape, but the real question is about how the split and sub-financing goes....
1.1k Views
The Week That Was in ASEAN@Smartkarma - Alfamart's Guidance, Indonesia's Pragmatism, and Thai Banks
The past week saw insights on Sumber Alfaria Trijaya (AMRT IJ, SLB Development (SLB SP), Japfa Ltd (JAP SP), Hyphens Pharma International (HYP SP),...
697 Views