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Toyota Group Cross-Holding Structure Primer - Holdings, Unwind Progress, Buyback Policies, Etc
651 Views09 Jul 2024 16:37
The Toyota Group started its "cross-holding unwind policy" action late last autumn, and the moves have been quick. 21 Group companies sold ¥870bn last FY, and will do well over that this year.
What is covered in the Full Insight:
- Introduction
- Background of Cross-Holdings
- Recent Unwind Progress
- Buyback Policies and Future Expectations
- Long-Term Strategic Considerations
Boomeranged on Thu, 18 Jul 2024 19:27
8mos past the first large Toyota Group selldown in Denso (i.e. past lockup). Others have followed since. Toyota Inds and Toyota R.E. have ¥600bn to sell in Denso. Toyota Inds has ¥300bn to sell in Toyota Tsusho, the 3 listed non-lifes insurers have Denso, Tsusho, Idustries and ¥2trln of Toyota. USDJPY may have stopped going up. Tariffs are a topic. Expect more Toyota group offerings to come.
SUMMARY
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Full Insight
(Paid Plans Only, 9-minute read)
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