Weekly Deals Digest (20 Jul) - Seven & I, Shibaura, DD Group, Dickson, Abacus Storage, PointsBet
A weekly summary of key developments across ECM and Event-Driven names tracked by us across Hong Kong, Australia, NZ, Singapore, Japan, Indonesia,...
459 Views
Seven & I Holdings (3382 JP): Dead Money as Couche-Tard Unsurprisingly Walks
In theory, the sell-off presents a buying opportunity (My SoTP valuation is JPY 2,376). However, the shares are likely to tread water as there are...
544 Views
Merger Arb Mondays (07 Jul) - Seven & I, Shibaura, Insignia, New World, ENN Energy, HKBN, Fengxiang
I summarise the latest spreads and newsflow of merger arb situations we cover across Hong Kong, Australia, New Zealand, Singapore, Japan,...
878 Views
Merger Arb Mondays (02 June) - Seven & I, SBI Sumishin, Shibaura, Mayne, ENN Energy, HKBN, Zeekr
We summarise the latest spreads and newsflow of merger arb situations we cover across Hong Kong, Australia, New Zealand, Singapore, Japan,...
546 Views
Conbini Winning by Adding Value but Not Seven Eleven
Four largest convenience stores had mixed results last year due to handling of inflation; Seven Eleven lagged behind due to price perception and...
382 Views