Retail Media Can Help Pay for a ¥2 Trillion Buyback
Seven & I seeks shareholder approval for ¥2 trillion buyback despite Seven Eleven's struggles, but retail media could potentially help fund a...
653 Views
Merger Arb Mondays (17 Mar) - Seven & I, Tenma, Proto, OneConnect, Vesync, Tam Jai, Insignia
We summarise the latest spreads and newsflow of merger arb situations we cover across Hong Kong, Australia, New Zealand, Singapore, Japan,...
496 Views
(Mostly) Asia-Pac M&A: Seven & I, ESR Group, Japfa, Soundwill Holdings, Tenma, Naigai Trans Line
This insight provides a summary of gross/annualised spreads (on deals discussed on Smartkarma) across Asia-Pacific as at the last trading date, and...
439 Views
Seven & I Holdings (3382 JP): Awaiting the Board’s Response as Couche-Tard Goes on a Charm Offensive
The Board’s next move will likely provide limited due diligence, partly to avoid a protest vote at the May AGM. However, the prospect of a Board...
380 Views
7&I (3382) Update - Couche-Tard Responds
7&i said something about negotiations with ACT to "clarify" facts. That was yesterday. Overnight, ACT came out different facts. Alternate facts....
1k Views