7&I (3382) - MBO Off, SC "Engaging Constructively with ACT", Skepticism Higher, Questions And More
The Ito MBO is off. His main partner balked. News reports suggest disagreement over control. Shares are off hard. News articles suggest management...
1.5k Views
Seven & I Holdings (3382 JP): A Potential Derailing of the MBO
Itochu’s potential withdrawal and CP All’s non-participation could be the event that derails the MBO. An Couche-Tard bid remains in play but has...
1k Views
Seven & I Restructures but Discontent Rises Among Franchisees and Customers
​York HD set to be sold off but Seven Eleven is struggling against rivals like Lawson and Familymart. Consumer survey shows 30% visiting Seven...
773 Views
Merger Arb Mondays (24 Feb) - Seven & I, Proto, Tam Jai, Pentamaster, Vesync, Canvest, Domain
We summarise the latest spreads and newsflow of merger arb situations we cover across Hong Kong, Australia, New Zealand, Singapore, Japan,...
553 Views
7&I (3382) - Bain Gets York Holdings with a Surprising Price, And We Approach Deal Deadlines
Bain gets preferred bidder rights for York Holdings having bid "more than ÂĄ700bn" - a lot less than earlier reports. Bidders remain silent. Trump...
1.1k Views