NESIC (1973 JP): NEC (6701 JP)’s JPY3,250 Tender Offer
While below the midpoint IFA DCF range, the offer is attractive vs peer multiples and historical trading ranges. This is a done deal.
344 Views
Comsys Holdings (1721): Q3 FY03/24 Update
Comsys Holdings (1721 JP) is a major telecommunications construction company in Japan, with strong financial performance and upcoming changes in...
384 Views
Seibu Holdings - Asset Heavy To Asset Lighter if Not Fully Asset Light
Seibu Holdings has been in the process of selecting hotel assets for sale, and buyers to buy them. It looks like we may have a deal, at slightly...
329 Views
Large Mirait (1417) ToSTNeT-3 Buyback on a Future Activist Opportunity
Telecom/data infrastructure contracting/construction company Mirait (1417) has grown top line 8% CAGR the last 8yrs and the sector will grow....
280 Views
Japan Shorts - Nissan Motor, Itochu, Asahi Kasei Most Shorted
The short notional in the market for the week ended 8 November is US$26.30bn (down by US$340m) with the largest short positions in Itochu Corp...
419 Views