Last Week in Event SPACE: HK Southbound, Jardine Cycle, Keisei/Oriental Land, BHP/Anglo American
The weekend is here! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed...
423 Views
JAPAN ACTIVISM: Mitsui Fudosan (8801) Responds to Elliott with Buyback, Amended Long-Term Plan
Elliott Management bought Mitsui Fudosan. Argued for asset sales and buybacks. Mitsui Fudosan has responded with plans for asset sales and...
875 Views
Last Week in Event SPACE: Keisei Electric /Oriental Land, SingTel, Alumina/Alcoa, Li Ning
The weekend is here! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed...
371 Views
StubWorld: Keisei's ToSTNeT-3 Buyback. Stay Bearish
Even if you were an activist, or a trader with an activism tilt, I'd be disinclined to be long Keisei vs Oriental Land. On balance, I'm more...
352 Views
Keisei Electric (9009) Share Buyback - Interesting Dynamics & Opportunity
Keisei is doing a ToSTNeT-3. Crossholders might sell, but the purpose is an ASR. Those long Keisei/Short OLC can also sell a large block of Keisei....
601 Views