Daily BriefsIndustrials

Daily Brief Industrials: Mitsui Matsushima, Helios Techno Holding and more

In today’s briefing:

  • Last Week in Event SPACE: Mitsui Matsushima, China Merchants,Kansai Paint, Teijin, Sciclone Pharma
  • Helios Techno Holding (6927) – Small TOB, Fat Premium (74%), Still Too Cheap


Last Week in Event SPACE: Mitsui Matsushima, China Merchants,Kansai Paint, Teijin, Sciclone Pharma

By David Blennerhassett


Helios Techno Holding (6927) – Small TOB, Fat Premium (74%), Still Too Cheap

By Travis Lundy

  • On Friday, acquisitive wafer technology firm Rs Technologies (3445 JP) announced it would buy lamp and printing equipment maker Helios Techno Holding (6927 JP) at a 74% premium.  
  • The premium is big, but Helios is a steal at the price. Granted, it is a small potatoes steal. 
  • The register is not controlled by any one party or group of investors other than retail. That makes this interesting.

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