Keisei has no interest in any large OLC divestment. I see the Keisei/OLC ratio at a three-plus year high. For me, the trade here is to sell/short Keisei.
What is covered in the Full Insight:
Keisei Electric's Stock Reaction
Activist Investor Murakami-San's Strategy
Oriental Land's Market Influence
Keisei's Position Relative to Peers
Investment Strategy and Considerations
SUMMARY
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