[Japan M&A/Activism] Toyota RE Says No Bump for Toyota Inds (6201) Part III - Elliott Makes Its Case
Elliott today made a technical filing, with a slightly larger position (7.14% vs 6.65%) They bought shares at a pace of 5-7bp of outstanding per...
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Toyota Industries (6201 JP): Who Wins This Game of Chicken?
Elliott has increased its holding from 21.7 to 23.3 million shares (7.21% to 7.74% ownership ratio). The latest purchases, made after the release...
751 Views
[Japan CorpGov] TSE "Mgmt Conscious" Reports (Feb26) - Disappointing Case Studies, Weak Study Group
The TSE releases a list every month with names of cos which have submitted "Management Conscious of Share Price/Cost of Capital" policies. We do it...
419 Views
Toyota Industries (6201 JP): Evaluating Elliott’s Letter
Fudosan states that the offer is the best possible price and has no intention to change it. This is largely gamesmanship to manage "bump"...
693 Views
Weekly Deals Digest (01 Feb) - Toyota Ind, Mandom, Eastroc, Montage, Muyuan, Shin Etsu, Kandenko
A weekly summary of key developments across ECM and Event-Driven names tracked by us across Hong Kong, Australia, NZ, Singapore, Japan, Indonesia,...
375 Views