Infocom (4348 JP) - The Meaning of 'Binding Bids' and '¥250bn'
Infocom has run 50% in a month since we learned Sony might bid against PE firms to take the co private. If one looks at this as SOTP, it's...
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Toei Animation (4816 JP) - This Offering Could Be Heavy; the NEXT Offering Is More Interesting
Toei Animation's offering prices imminently. I would still avoid. If you REALLY like the company, fine. But it's a lot of stock. The NEXT 2ndary...
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Toei Animation (4816 JP): The Current Playbook
The offering will likely be priced on 27 February. Investors participating in previous large Japanese placements tend to secure positive returns.
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Toei Animation (4816 JP): A US$550 Million Secondary Offering
Looking at recent large Japanese placements is instructive for understanding the potential offer price. The pricing date will likely fall between...
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StubWorld: Toei Corp, Mandarin Oriental
This week in StubWorld ... Toei Co Ltd (9605 JP) is coming up "cheap" versus 40.4%-held Toei Animation (4816 JP). And despite local media...
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