Murakami Fund's Tender for JAG (3751): May Be Rangebound Near-Term
President Yamashita + Carlyle arranged a TOB which was too low-priced. Janaghan said it needed a bump. Famed activist Murakami-san agreed. He has...
339 Views
Aso Corp Running at Kosaido (7868)
Kosaido has been a "pet" of mine since the Bain-led MBO led to a Murakami activist opposition, a bumped then broken deal, and then a change in...
344 Views
Odelic MBO - STILL The Wrong Takeover Price, It's a Good Long Here
The update to the original insight Odelic MBO Going Too Cheaply - Vaguely Kosaido-Ish is prompted by a few different things. There was an EDINET...
428 Views
Kosaido Governance Ever Better - Death Is a Growth Business
Just over a year ago, the newly-arrived CEO of Kosaido Co Ltd (7868 JP) came out with an MBO proposal for the company, which most of the directors...
428 Views
Odelic MBO Going Too Cheaply - Vaguely Kosaido-Ish
JASDAQ-listed Odelic Co Ltd (6889 JP) has been in business in Tokyo and environs, now wider, for 70+ years providing residential lighting solutions...
506 Views