Seven & I Holdings (3382 JP): Uncomfortable Truths
The statements underscore the Board’s serious doubts about securing US antitrust approval. The significant discrepancies in the engagement timeline...
391 Views
Aeon (8267JP): Sales Up, Profit Down
Post-Covid, Aeon Co Ltd has seen significant profit growth but must address profit challenges and overhead costs to rival Seven & I's profit...
271 Views
Aeon Will Own Japan’s Two Largest Supermarket Groups with Inageya Purchase
Aeon will buy a majority stake in Inageya, consolidating its market share in the Tokyo region just as Seven & I has confirmed a focus on the Tokyo...
494 Views
Japanese Retailing 2021-22: What's Really Going on and What's Next?
There is increasing divergence between the winners and losers in Japanese retailing and the following in-depth review looks at performance in the...
380 Views
Merger Arb Mondays (24 Mar) - HKBN, ESR, Canvest, Vesync, Seven & I, Proto, Makino, Spartan
We summarise the latest spreads and newsflow of merger arb situations we cover across Hong Kong, Australia, New Zealand, Singapore, Japan,...
382 Views