Merger may force J Sainsbury and Asda to sell up to 300 stores

SUPR View:

* Headline a bit of sensationalist journalism, article goes on to explain that 300 is a max rather than an expected number

* CMA have yet to open a formal investigation

* Central case in article is for 28 - 54 store disposals (data from UBS)

* Number goes to 132 - 161 if discounters excluded (which they shouldn't be as were referenced in Tesco/Booker analysis)


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Supermarket Income REIT plc is listed on the London Stock Exchange. SUPR acquires UK supermarket sites that form a key part of the future model of grocery in the United Kingdom. SUPR aims to provide long-term RPI-linked income, from institutional grade tenants and the potential for capital growth through active asset management. Atrato Capital is the Company's Investment Adviser.

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