bullish
Last Week in Event SPACE: Seven & I, ESR, Exedy, CMCDI, Shin Kong
406 Views27 Oct 2024 07:00
SUMMARY
- Seven & I (3382 JP)'s roadmap is a solid response to where retailing is headed, both in Japan and elsewhere; while ACT's bid is just about carrying on as now.
- ESR (1821 HK) is a non-binding proposal, no official terms, with a fragmented shareholder register. And this is before any opaque PRC regulatory conditions tacked on in a firm Offer.
- Murakami-San is up to 23.5% of voting rights in Exedy Corp (7278 JP). He would probably need 30% to be able to threaten a board spill.
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