bullish
Last Week in Event SPACE: Takisawa Machine Tools, Kesei Electric/Oriental, Shenzhen Int’l/E'Way, HMM
352 Views23 Jul 2023 07:00
SUMMARY
- Keisei Electric (9009 JP)'s valuation has deviated from Oriental Land (4661 JP)'s since the proposed expansion of Tokyo Disney Sea, Fantasy Springs. That bifurcation should now reverse.
- Don't expect a serious fight in Nidec (6594 JP)'s hostile for Takisawa Machine Tool (6121 JP). Fanuc could counter. It is possible others could step up but we wouldn't know.
- On the back of the news to spin off and list some logistics ops, Shenzhen International (152 HK) is probably a buy on weakness vs Stub Ops Peers.
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