Pan-Asia Catalysts/Events, Quiddity Advisors

Travis Lundy

Pan-Asia Catalysts/Events

Quiddity Advisors

Event-Driven

<ul>
<li>Today, YFO (WK1 Limited) filed an <a href="https://disclosure2dl.edinet-fsa.go.jp/searchdocument/pdf/S100QXII.pdf?sv=2020-08-04&amp;st=2023-06-13T12%3A26%3A16Z&amp;se=2028-06-13T15%3A00%3A00Z&amp;sr=b&amp;sp=rl&amp;sig=oUK2bOEu4Z3eq5k0U3V3UgPd%2FFhlZkvPaUiHl9LDMjc%3D" target="_blank" rel="noopener">amendment</a> to its Large Shareholder Filing saying it had increased its stake from 27.19% to 28.51%. GK Yamauchi No10 Family Office bought 1.32%.</li>
<li>Almost immediately, <a href="https://www.smartkarma.com/entities/toyo-construction-co-ltd" target="_blank" data-smartkarma-citation="entities:1176:1" rel="noopener">Toyo Construction (1890 JP)</a> said YFO<a href="https://www.toyo-const.co.jp/wp/wp-content/uploads/2023/06/20230613.pdf" target="_blank" rel="noopener"> had likely conducted an illegal act</a> according to US Securities Exchange Act of 1934, Rule 14e-5. This is likely hogwash.</li>
<li>YFO is upping its stake for a zero premium tender and Toyo is fighting old battles. And the stock chugs higher.</li>
</ul>


Today, YFO (WK1 Limited) filed an amendment to its Large Shareholder Filing saying it had increased its stake from 27.19% to 28.51%. GK Yamauchi No10 Family Office bought 1.32%.
Almost immediately, Toyo Construction (1890 JP) said YFO had likely conducted an illegal act according to US Securities Exchange Act of 1934, Rule 14e-5. This is likely hogwash.
YFO is upping its stake for a zero premium tender and Toyo is fighting old battles. And the stock chugs higher.


Yamauchi Family Office Buys More Toyo; Toyo Claims More Malfeasance, ISS Supports YFO

Japan

Toyo Sugar Refining Co., Ltd. produces and sells sugar, sugar products, natural sweeteners, and processed foods.  The Company also operates a real estate business.

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Toyo Sugar Refining (2107 JP)

Yamauchi Family Office Buys More Toyo; Toyo Claims More Malfeasance, ISS Supports YFO

Toyo rails against YFO. ISS recommends to mostly support YFO. YFO increases its stake in Toyo Construction, Toyo objects and calls it unfair...

Travis Lundy

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