bullish

Last Week In Event SPACE: Seven & I, Legend Holdings, MAAS, Lynas Corp

127 Views09 Aug 2026 06:10
SUMMARY
  • Strategically, range trade Seven & I Holdings (3382 JP). Sell large pops, buy large declines. Big picture this big buyback doesn't change very much at all on a net basis.
  • Legend Holdings (3396 HK)(finally) sees a decent move. The positive profit alert issued no doubt nudge things along nicely.
  • Post sale to Heidelberg, how much, if any, will the market re-rate MAAS Group Holdings (MGH AU) as an infrastructure/ "AI-enabler" rather than a contractor currently?
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