The Honda TOBs: FINALLY. Tenders for Showa, Keihin, and Nissin Kogyo
This is a single insight for all three tender offers. The first insights at the end of October last year were: Honda TOB for Showa (7274) - THIS...
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Hitachi Metals – Sale On
The Nikkei reported on the 20th that Hitachi was looking to sell Hitachi Metals and had contacted foreign investment banks to do so. This is an...
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Japan Needs More Cowbell
I had the privilege of writing a letter to the FT's Alphaville in January titled "The GPIF and the complexity of stewardship" about some of the ESG...
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Hitachi's Capital Case - Liquidating Land & Policy Holdings? What About the Subs?
After the close on Friday, Hitachi Ltd (6501 JP) released its full-year earnings (with a news release, presentation, and supplemental materials)....
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🇯🇵 JAPAN • Results & Revisions 28th May - Nissan, Nikon & Toray
LIMPING HOME - 42 companies reported results on Thursday of which 32 were for the full-year. Of these, 38% made FY2021 forecasts of which only...
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