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bullish
Last Week in Event SPACE: Seven & I, PA Gooddoctor, Fuji Soft, WH Group
440 Views11 Jan 2025 22:45
SUMMARY
- Seven & I Holdings (3382 JP)'s analysts' call transcript is worth listening to. The math on the takeover maths well. This is a buy on dip. Again.
- Those who bought into Ping An Healthcare and Technology (1833 HK)'s punchy dividend, whether in cash or scrip, the trade has panned out well.
- KKR extends its Offer for Fuji Soft Inc (9749 JP). Separately, Bain said it had destroyed confidential data, as requested, but it's unclear how and when that data was destroyed.
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