Murakami Group Tender for Kosaido Fails... Spectacularly
Yesterday was the long extended close of the Tender Offer for Kosaido Co Ltd (7868 JP) by renowned Japanese activist Yoshiaki Murakami and his...
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Kosaido: The Bull Case, The Bear Case, and the Base Case
One of the fundamental problems with the combination of the Japanese Corporate Governance Code and Companies Act, and the lack of liability of...
799 Views
🇰🇷 🇯🇵 Smartkarma North Asia • That Was The Week That Was - 18th-24th March 2019
- TW3 NORTH ASIA - This week in North Asia the Smartkarma team Insights were more Bearish than Bullish. Close Outs or Sales were recommended on:...
498 Views
Kosaido (7868 JP) Reaches Value You Can Sell
On Monday the 18th of March, Yoshiaki Murakami-associated companies announced they had raised their stake in Kosaido Co Ltd (7868 JP) above 10%....
526 Views
Murakami-San Goes Hostile on Kosaido (7868 JP), Overbids Bain's "Final" Offer
I should have seen this coming. The asset is juicy enough, and they have a large enough stake, and the company is small enough, that this is an...
708 Views