Three Reasons Showa/Idemitsu Should Trade Through Terms
After 3+ years of negotiating with shareholders, capital partners, the government and anti-trust regulators, and then their shareholders again, in...
561 Views
Last Week in Event SPACE: WorleyParsons, Clarion, Healthscope, Idemitsu/Showa, Intu, Mazda, Orion
Last Week in Event SPACE ... WorleyParsons Ltd (WOR AU) investors who were bullish at 23x earnings should be more bullish a bigger, better...
409 Views
Idemitsu/Showa Deal - Idemitsu Minorities Giving Up Value To Get Scale, Survivorship Bragging Rights
On the 16th of October, just four days after I wrote Last Chance For Your Idemitsu/Showa Bet, Idemitsu Kosan (5019 JP) and Showa Shell Sekiyu Kk...
419 Views
Last Week in Event SPACE: Alps/Alpine, Don Quijote, MYOB, Guoco, Lotte Holdings, Melco
Last Week in Event SPACE ... You can buy, but you can no longer vote what you buy in the ongoing Alps Electric (6770 JP) /Alpine Electronics (6816...
406 Views
Last Chance For Your Idemitsu/Showa Bet
On July 10th this year, three and a half years after rumors of talks of a US$4bn buyout of Showa Shell Sekiyu Kk (5002 JP) showed up in the press...
495 Views