Seven & I Holdings (3382 JP): Core Designation Does Not Change Couche-Tard’s Calculus
The change to 7&I’s designation to core will paradoxically push Couche-Tard to firm up its revised offer. An undemanding valuation protects the...
435 Views
ECM Weekly (16th Sep 2024) - Midea, Bajaj Housing, 99 Speed, P N Gadgil, Hozon, Trial, NextDC, Via
Aequitas Research's weekly update on the IPOs, placements, lockup expiry and other ECM linked events that were covered by the team over the past week.
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Japanese Prices Rise Again; 60% of Consumers Feeling the Pinch and Looking for Better Value
Japanese consumer markets have three big trends: higher prices/squeezed incomes, doubling of single households and more people feeling the pinch....
241 Views
Trial Holdings IPO Lockup - Large Number of Small Holders Hold Around US$400m of Stock
Trial Holdings (5882 JP) raised around US$259m in Mar 2024. Its IPO lockup is set to expire soon which will release a large number of small...
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Seven & I Holdings (3382 JP): State of Play
Couche-Tard will likely return with a revised offer, which the Board will find a reason to reject. A binding proposal remains unlikely. The...
533 Views