UNIZO: An Amended Proposal, A New Proposal, and a Response to Elliott
An hour after I published the previous piece Elliott Sends a 'Serious Letter' to UNIZO, Unizo Holdings (3258 JP) released a raft of...
532 Views
Elliott Sends a 'Serious Letter' to UNIZO
Yesterday, various media outlets reported that Elliott Management - which has reported a 13+% position in UNIZO - sent an "open letter" to UNIZO...
604 Views
2019 TOPIX FFW Rebalance
Yesterday after the close the TSE announced its Free Float Weight changes for companies listed on the TSE which have a fiscal year ending in the...
683 Views
The Tide Is Out and WeWork Bondholders Are Naked
To WeWork bondholders: The party's over, the beach is empty, and no one is available to take your call. The folks who bought into and/or sold The...
617 Views
Japanese Telcos: Upgrading Forecasts & Target Prices. Concerns over Rakuten's Entrance Seem Overdone
We have recently upgraded forecasts and target price targets for the three incumbent Japanese telecom operators (MNOs). There are a number of...
324 Views