Denso's Big Multi-Year Toyota Industries (6201) Selldown
Toyota Inds got sold on news of Denso's selldown. It's 6-7% of ADV for 2.5yrs so reasonable to expect heaviness. But while forward EPS ratios...
1.1k Views
Denso Offering, Buyback, and New Cross-Holding Reduction Policy - It WAS a Trap
Denso has announced the secondary offering of roughly 10% of shares out. It is heavily tilted to retail. And the simultaneous announcement of a...
776 Views
Huge Denso (6902) Secondary Sale by Toyota Group - Admiral Ackbar Says "It's A Trap!"
Toyota Group will do a large secondary offering of Denso (6902) shares. Toyota, Toyota Industries, and Aishin will sell. This is more complicated...
796 Views
EVA Precision 838 HK: Play on EV Market Growth
Eva Precision Industrial Holdings (838 HK) is a supplier of office and automotive equipment (seat/battery frames and molds), trading at 8.1x PE...
572 Views
[JAPAN ACTIVISM] - Murakami Group Bigger and Bolder on Exedy - STILL Room to Run
Murakami-san now owns c16% of Exedy. Exedy had 10mos to do the rest of its buyback. It is 60% done in Month 1. Accretion is faster than expected....
363 Views