Investor Activism Update: Seven & I Sets the Path in Investor Activism Battle
To us, it seems that instead of merely capitulating to Value Act's demands, Seven & I is strategically dictating the terms, with Value Act...
Fast Retailing: Earnings Preview
Despite expecting a strong earnings beat, concerns over high valuations and index issues make us cautious about trading Fast Retailing in the...
Sea Ltd: No Nearer to Stable Profitability Than Before
Sea (SE US) has gone through growth and cost-cutting phases, but struggles to achieve stable profitability due to unchanged marketing efficiency...
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