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...
1.2k 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...
787 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...
839 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...
574 Views
Kansai Electric Power (9503 JP): A US$3.5 Billion Primary/Secondary Offering
Looking at recent large Japanese placements is instructive for understanding the potential offer price. The pricing date will fall between 26 and...
295 Views