StubWorld: Matheson Unloads JLT, Unwind Takara
This week in StubWorld ... With the sale of Jardine Lloyd Thompson Group P (JLT LN) all but a done deal, how will Jardine Matheson Hldgs (JM...
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Takara Holdings (2531 JP): Stock +27%, Close the Stub Trade
The sashimi has rolled. In my original insight on August 27, Takara Holdings (2531 JP) Stub: Sashimi Rollin', They Hatin', I recommended a long...
379 Views
Smartkarma's Week that Was in JP/KR: Takara Stub Trade, Activist in Korea, & Suruga Saga
In the country of Shohei Ohtani, the Takara Holdings stub trade drew the most attention from the Smartkarma community. Both Curtis Lehnert and...
335 Views
Last Week in Event SPACE: Sharp, TPG, Aveo, Wheelock Props, Es Con, Foster, ASM Int'l
Last Week in Event SPACE ... It looked like a block trade in Sharp Corp (6753 JP), but it did not smell like one TPG Telecom Ltd (TPM...
377 Views
StubWorld: The Demand for ASM Intl's Front-End; Takara's Spending for Spending's Sake
This week, with Asm International Nv (ASM NA) trading at an extreme level to ~25%-held Asm Pacific Technology (522 HK), is now the time to go long...
704 Views