81+% of the Exedy offer has been covered in the buyback (Jul24-May25, finished in Aug24) and Murakami-san, who has 19.2% now. At 0.62x book, with lots of cash left, there's still lots of upside.
What is covered in the Full Insight:
Introduction
Historical Context and Key Events
Financial Overview
Murakami Group's Activism
Conclusions and Recommendations
SUMMARY
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