UNIZO: An Amended Proposal, A New Proposal, and a Response to Elliott
An hour after I published the previous piece Elliott Sends a 'Serious Letter' to UNIZO, Unizo Holdings (3258 JP) released a raft of...
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Elliott Sends a 'Serious Letter' to UNIZO
Yesterday, various media outlets reported that Elliott Management - which has reported a 13+% position in UNIZO - sent an "open letter" to UNIZO...
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2019 TOPIX FFW Rebalance
Yesterday after the close the TSE announced its Free Float Weight changes for companies listed on the TSE which have a fiscal year ending in the...
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The Tide Is Out and WeWork Bondholders Are Naked
To WeWork bondholders: The party's over, the beach is empty, and no one is available to take your call. The folks who bought into and/or sold The...
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Japanese Telcos: Upgrading Forecasts & Target Prices. Concerns over Rakuten's Entrance Seem Overdone
We have recently upgraded forecasts and target price targets for the three incumbent Japanese telecom operators (MNOs). There are a number of...
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