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...
Gamuda: Unjustly Punished
Investors have sold off some of the Malaysian stocks posts general election yet Gamuda Bhd (GAM MK) escaped that as it deems to be not related to...
Last Week, in Event SPACE (15 May 2017)
In this note, Obayashi Road Corp (1896 JP) received an underwhelming offer; Television Broadcasts Ltd (511 HK) obtains the necessary buyout waiver...
Obayashi Road: Another in a String of Underpriced Takeovers by a Japanese Parent
Major Japanese construction company Obayashi Corp (1802 JP) saw its subsidiary Obayashi Road Corp (1896 JP) list itself in 1971. In the intervening...
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