Pan-Asia Catalysts/Events, Quiddity Advisors

Travis Lundy

Pan-Asia Catalysts/Events

Event-Driven

In the midst of last week's earnings reports by Japanese retailers, last Thursday's Nikkei had a couple of articles on convenience stores.One of them said "UNY and FamilyMart to Merge Next Year" noting that the two companies had finally reached an agreement and had resolved key business plans and the merger ratio by last Wednesday and went on to say "A formal agreement and announcement will likely come as early as next week." That's this week. There were other articles which also hinted at or confirmed resolution, and a further article over the weekend in a paper local to CircleK and Sunkus headquarters which suggested more detail on the CVS business.&nbsp;For investors looking&nbsp;at the merger ratio, it is now Second To Last Call on the 'Love Call Underdog'. &nbsp;There's a trade or two to do here (don't hesitate to call Lee - he's all over it).More below the fold...

In the midst of last week's earnings reports by Japanese retailers, last Thursday's Nikkei had a couple of articles on convenience stores.One of them said "UNY and FamilyMart to Merge Next Year" noting that the two companies had finally reached an agreement and had resolved key business plans and the merger ratio by last Wednesday and went on to say "A formal agreement and announcement will likely come as early as next week." That's this week. There were other articles which also hinted at or confirmed resolution, and a further article over the weekend in a paper local to CircleK and Sunkus headquarters which suggested more detail on the CVS business.&nbsp;For investors looking&nbsp;at the merger ratio, it is now Second To Last Call on the 'Love Call Underdog'. &nbsp;There's a trade or two to do here (don't hesitate to call Lee - he's all over it).More below the fold...

Second To Last Call on the "Love Call Underdog"?

Japan

Seven & i Holdings Co., Ltd. is a holding company which was established through the merger of Ito-Yokado Co., Seven Eleven Japan Co., and Denny's Japan. The Company plans, manages, and operates mainly convenience stores, supermarkets, and department stores.

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Seven & I Holdings (3382 JP)

Second To Last Call on the "Love Call Underdog"?

In the midst of last week's earnings reports by Japanese retailers, last Thursday's Nikkei had a couple of articles on convenience stores.One of...

Travis Lundy

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)