Seven & I Holdings (3382 JP): Wait and Hope
The AGM was a vote of confidence in the Board's plan. However, the effectiveness of the management initiatives remains uncertain, and a Couche-Tard...
572 Views
[Japan M&A] Seven Bank (8410) - Seven & I Selldown, Itochu Buy-In, Not on My Bingo Card But Not Bad
Seven & i appears to be en route to selling a stake in Seven Bank to Itochu. I don't see the benefit to Itochu but it's good for Seven Bank,...
561 Views
Shareholder Returns of Japanese Trading Companies Invested By Buffett Vs Top Korean Trading/Holdcos
In this insight, we provide detailed comparisons of the five major Japanese trading companies and five major Korean holdcos/trading companies.
576 Views
Seven & I Holdings (3382 JP): Shares Under Pressure as Rumours Swirl
Discussions with Couche-Tard are said to remain constructive, but a bid faces increasing roadblocks. The valuation is undemanding but the news flow...
746 Views
Merger Arb Mondays (03 Mar) - Seven & I, Makino, Aeon Delight, Tonami, Tam Jai, Vesync, Insignia
We summarise the latest spreads and newsflow of merger arb situations we cover across Hong Kong, Australia, New Zealand, Singapore, Japan,...
693 Views