A Quick Look at the Buffet Trade and the Most Obvious Follow-Ons
Last week it was revealed that Warren Buffet had taken stakes of about 5% in Japan’s five major trading companies. This comes at a time when the...
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Seven & I/Lawson: Pair Trade Idea
Regardless of the performance disparity between Nikkei and Topix during August 2020, which favoured Lawson, Seven & I outperformed Lawson by 10pp.
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FamilyMart: Itochu's Offer May Not Be Enough to Persuade a Sale From Long Term Investors
Various media outlets reported last week that Itochu Corp (8001 JP) is not willing to pay more than the tender offer price of ¥2,300 per share to...
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Asia Short Interest Weekly: SMIC, Hua Hong, WuXi, Alibaba, HSBC, Seven&I, Shimano, Kirin, Genius
The Asia Short Interest weekly looks at moves in market wide short interest and highlights movements in stock specific short interest across Hong...
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Seven & I: Fill It up to the Top
Seven & I Holdings (3382 JP) , owner of the 7-11 convenience store brand, made its largest-ever acquisition by agreeing to purchase US gas...
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