Seven & I Holdings (3382 JP): Board’s Plan to Unlock Value Is a Stop-Gap Measure
The Board’s plan has several positive aspects, such as the considerable buyback. However, it also has several negative aspects, which suggest that...
750 Views
7&I (3382) Possibility of YUUUUUGE Buyback?
Bloomberg has an article which says that at a Board Meeting today (convened separately for the Bain/York deal) they look to approve a big buyback....
984 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
Last Week in Event SPACE: Seven & I, Yangzijiang Shipbuilding, Pentamaster Int'l, T'Way Holdings
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...
494 Views