Merger Arb Mondays (28 Apr) - Seven & I, Shibaura, Makino, Bright Smart, ENN Energy, Tam Jai
We summarise the latest spreads and newsflow of merger arb situations we cover across Hong Kong, Australia, New Zealand, Singapore, Japan,...
613 Views
7&I (3382) - FY24 Better, FY25 OK, Surprisingly Large Buyback
7&i Earnings are OK. Guidance is in-line (when you normalise) and the company front-loads the buyback with ¥600bn to buy in 10.5mos. If the stock...
505 Views
Merger Arb Mondays (07 Apr) - Seven & I, Makino, HKBN, OneConnect, Dada, Insignia, Domain, Dropsuite
We summarise the latest spreads and newsflow of merger arb situations we cover across Hong Kong, Australia, New Zealand, Singapore, Japan,...
489 Views
Weekly Deals Digest (30 Mar) - Seven & I, Topcon, ENN Energy, Jinke Smart, Sinarmas Land, Gold Road
A weekly summary of key developments across ECM and Event-Driven names tracked by us across Hong Kong, Australia, NZ, Singapore, Japan, Indonesia,...
361 Views
Last Week in Event SPACE: Seven & I, ENN Energy, Sun Corp, Great Eastern Holdings
It’s Sunday! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed during the...
386 Views