bullish

Last Week in Event SPACE: Seven & I, ENN Energy, Sun Corp, Great Eastern Holdings

454 Views30 Mar 2025 06:30
SUMMARY
  • If you don't think Seven & I (3382 JP)'s Standalone Plan has legs to go north of here, or ACT gets its act together, then you should sell into strength.
  • ENN Energy (2688 HK)'s cash and scrip (into a unlisted H-share-equivalent entity) Offer was not what the doctor ordered.
  • Sun Corp (6736 JP) is cheap to its holding in Cellebrite DI (CLBT US). How cheap depends on the form and structure of its eventual exit.
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