Last Week in Event SPACE: Seven & I Holdings, ESR Group, Sanrio, HKBN

636 Views08 Dec 2024 06:45

SUMMARY

Reportedly, Ito Junro's MBO for Seven & I (3382 JP) includes a US assets IPO to help pay down MBO debt to Japanese banks. Possible strategic mistake by Ito-san here.
Starwood/Warburg Pincus' firm Offer for ESR Group (1821 HK) secures support from 30.79% of the register.
We may be wrong on Sanrio (8136 JP) by a big factor but the multiple and the concentration risk of momentum factor means you are in an illiquid stock.

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