Toyota Group Cross-Holding Structure Primer - Holdings, Unwind Progress, Buyback Policies, Etc
8mos past the first large Toyota Group selldown in Denso (i.e. past lockup). Others have followed since. Toyota Inds and Toyota R.E. have ¥600bn to...
662 Views
Renesas Electronics Block - Smaller than Recent Deals but Still Likely Well Flagged
Mitsubishi Electric (6503 JP) is looking to raise approximately US$800m through an accelerated secondary block deal, via selling 50.71m shares...
2.9k Views
Renesas (6723) - YET ANOTHER Clean-Up Block Trade - This Time Mitsubishi Elec
Mitsubishi Electric is selling down their stake in Renesas. That is another 2.8% after nearly 7% sold in Jan24 and 12.4% by INCJ in Nov23. Should...
559 Views
Renesas (6723 JP): Two More Strategic Acquisitions
The acquisition of Altium and Transphorm are positive for long-term growth. Sales and profits are still under pressure, but inventory adjustment is...
357 Views
Automotive: Rev Your Engines
I’m calling a very definitive bottom in Automotive semiconductor stocks. I’ve been mixed on automotive for quite some time, and as recently as...
354 Views