Last Week In Event SPACE: Seven & I, Legend Holdings, MAAS, Lynas Corp
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...
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[Japan Buyback, But Not] 7&I (3382) To Buy Back ¥400bn from Market, Sell ¥300bn to Crossholders
7&i has announced a ¥400bn buyback offset by a ¥300bn sale of shares to new crossholders. Not a great look. The buyback looks like 25+% of Max Real...
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Seven & I Holdings (3382 JP): Synthetic Expert Call Transcript (15 Jul 2026)
York Holdings is operationally tied to Seven & i through the "Seven Premium" private label program, which introduces margin leakage via...
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York Considers Acquiring Other Retailers but Needs to Improve Competitiveness Too
Seven & I's York Holdings plans to invest in M&A, stores and private label to attract price-conscious shoppers, but must address price perception...
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Seven & I Holdings (3382 JP) — Buyback First, IPO Later — Initiate BUY, TP ¥2,350
The buyback is funded, the listing isn't. Seven & i's capital return runs independent of a delayed SEI IPO — BUY, TP ¥2,350, 14.4% upside.
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