bullish
Last Week in Event SPACE: Seven & I/Seven Bank, PCCW, Malaysia Airports, I'rom Group
508 Views10 Nov 2024 10:32
SUMMARY
- Seven & I (3382 JP) selling Seven Bank (8410 JP) is obvious. It has been obvious. It is non-core. It's always been non-core. It was made clear in previous Strategy announcements,
- PCCW Ltd (8 HK)'s premium to NAV is unjustified. However reversing the stub has not been going to plan of late, as the NAV premium continues to widen.
- Mavcom HAS approved the Malaysia Airports Holdings (MAHB MK) deal. But still welcomes public consultation. So, approved or not?
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