Merger Arb Mondays (14 Oct) - Haitong/GJTA, GA Pack, Henlius, Canvest, Seven & I, Arcadium Lithium
This week, the highest gross spreads are Seven & I (18.3%), Henlius (8.1%), Canvest (7.5%), Haitong Securities (7.2%), Shinko Electric (7.2%), GA...
586 Views
Last Week in Event SPACE: Guotai/Haitong, Shin Kong, China Conch Ventures, First Pac, Zhejiang E'way
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...
587 Views
(Mostly) Asia-Pac M&A: Rio/Arcadium, Seven & I, Pacific Smiles, China TCM, Korea Zinc
This insight provides a summary of gross/annualised spreads (on deals discussed on Smartkarma) across Asia-Pacific as at the last trading date, and...
518 Views
Revised Couche-Tard Bid for 7&I and a Flurry of News Items Ahead of Earnings
7 and i saw another flurry of news today. A 22-25% higher bid from ACT to ¥2700. A profit warning from the Nikkei on weak US results. More sales. A...
1.1k Views
Seven & I Holdings (3382 JP): Pressure Mounts with a Couche-Tard Revised Offer
The revised offer will mount pressure to engage. The Board is running out of excuses and will lean heavily on an alternative value generation path...
584 Views