MEGA M&A! 7&I (3382 JP) Gets Non-Binding Bid from Alimentation Couche-Tard (ATD CN)
Canadian CVS owner Alimentation Couche-Tard has lobbed in a bid to buy all the shares of 7&i. This is not as surprising as it looks. It's huge, and...
1k Views
Seven & I: The Biggest Barrier to Change Has Gone
Activist investors complain about the lack of change at Seven & I but fealty to the founder was always stronger. That has now gone and a lot of...
462 Views
Merger Arb Mondays (19 May) - Seven & I, Nissin, Welcia/Tsuruha, Mayne, ESR, OneConnect, Frasers
We summarise the latest spreads and newsflow of merger arb situations we cover across Hong Kong, Australia, New Zealand, Singapore, Japan,...
724 Views
Merger Arb Mondays (28 Apr) - Seven & I, Shibaura, Makino, Bright Smart, ENN Energy, Tam Jai
We summarise the latest spreads and newsflow of merger arb situations we cover across Hong Kong, Australia, New Zealand, Singapore, Japan,...
1k Views
7&I (3382) - FY24 Better, FY25 OK, Surprisingly Large Buyback
7&i Earnings are OK. Guidance is in-line (when you normalise) and the company front-loads the buyback with ¥600bn to buy in 10.5mos. If the stock...
685 Views