In today’s briefing:
- Weekly Deals Digest (20 Jul) – Seven & I, Shibaura, DD Group, Dickson, Abacus Storage, PointsBet
- Last Week In Event SPACE: Seven & I, Krungthai Card, GMO Internet, Jardine Matheson
Weekly Deals Digest (20 Jul) – Seven & I, Shibaura, DD Group, Dickson, Abacus Storage, PointsBet
- A weekly summary of key developments across ECM and Event-Driven names tracked by us across Hong Kong, Australia, New Zealand, Singapore, Japan, Indonesia, Malaysia, Thailand, Korea, India and Chinese ADRs.
- ECM developments: NSDL (NSDL IN) is seeking to raise US$400 million
- Event-Driven developments: Seven & I Holdings (3382 JP), Shibaura Electronics (6957 JP), DD Group (3073 JP), Dickson Concepts Intl (113 HK), Abacus Storage King (ASK AU), PointsBet Holdings (PBH AU).
Last Week In Event SPACE: Seven & I, Krungthai Card, GMO Internet, Jardine Matheson
- Alimentation Couche-Tard (ATD CN) walks away from Seven & I Holdings (3382 JP), and accuses 7&i’s Board, management, and the Special Committee of bad faith and bad governance.
- Buy Krungthai Card (KTC TB) with both hands as pledged sharesfall to 3.5% of shares outstanding from 16.3% the previous month.
- If you have borrow on GMO Internet (4784 JP), use it. Otherwise, avoid like the plague. It would not be surprising if the TSE were to ding someone on manipulation.
💡 Before it’s here, it’s on Smartkarma
Sign Up for Free
The Smartkarma Preview Pass is your entry to the Independent Investment Research Network
- ✓ Unlimited Research Summaries
- ✓ Personalised Alerts
- ✓ Custom Watchlists
- ✓ Company Data and News
- ✓ Events & Webinars
