bullish

Last Week in Event SPACE: Seven & I, Amcor/Berry, WH Group/Smithfield, Tuya

370 Views24 Nov 2024 07:00
SUMMARY
  • At equal price to ACT, Ito-san wins because of certainty/immediacy, but provided his price is above the bottom of the range and adequately compensates 7&i for "additional actionable avenues."
  • The Amcor Limited (AMC AU)/Berry Global Group (BERY US) merger looks clean. However, Berry's % of earnings (revs, EBITDA, and profit), are higher than the % under the share split
  • This Temasek-led development will have a marginal impact on Tuya Inc (TUYA US). Creating supply and demand is hard. And Temasek-held/backed vehicles on the SGX are already abundant.
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