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...
494 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,...
467 Views
Merger Arb Mondays (17 Mar) - Seven & I, Tenma, Proto, OneConnect, Vesync, Tam Jai, Insignia
We summarise the latest spreads and newsflow of merger arb situations we cover across Hong Kong, Australia, New Zealand, Singapore, Japan,...
430 Views
Seven & I Holdings (3382 JP): Reading Between the Lines of the Public Letter
The letter addresses most of Artisan's concerns. Concerning the Couche-Tard offer, the letter projects constructive engagement on the surface but...
538 Views
Merger Arb Mondays (10 Mar) - Seven & I, Naigai, ESR, Soundwill, OneConnect, Goldlion, PointsBet
We summarise the latest spreads and newsflow of merger arb situations we cover across Hong Kong, Australia, New Zealand, Singapore, Japan,...
558 Views