Seven & I Holdings

Time to Get Back Into Our 2021 High Conviction Call Seven & I

Equity Bottom-Up
212 Views, 18 Jan 2022 18:50
EXECUTIVE SUMMARY
  • Following a strong third quarter the company has raised the full year revenue and OP outlook by 3.0% and 7.3% respectively due to stronger than expected overseas convenience store performance.
  • Moreover, the company continues to raise the Speedway synergies with the new medium-term plan expecting Seven & I Holdings (3382 JP) to double the EBITDA and EPS through 2020-25.
  • After rallying 65% in 1H21, shares took a breather during the last seven months. We think the timing is right to start the second half of Seven & I’s rally.
detail (5-minute read)
WHAT’S TRENDING
Insights
  • Trending
  • Latest
logo
Logo
Top 5%
Oshadhi Kumarasiri
Equity Analyst
LightStream Research
JapanEquity Bottom-UpEquity Capital Markets

An equity research analyst with over 7 years of experience in multiple sectors. Previously worked for one of the world's... 

Zoom:
NaN%
x