Primer: Sanken Electric (6707 JP) - Oct 2025
Sanken Electric is a specialized power semiconductor manufacturer navigating a strategic pivot towards high-growth automotive and industrial...
493 Views
Sun Corp (6736) - CLBT Has Round-Tripped, But Now Better ParentCo and a Buyback so Set-Up Is Better
Since I wrote 3 weeks ago, CLBT is up 20%, Sun Corp is up 10%, the discount is wider. US domestic political stress will only increase the demand...
1.4k Views
Updates on The Couche-Tard Deal for 7&I (3382 JP)
The ATD deal for 3382 will be long-dated. It will take months, not weeks. Effectively, both parties want 3382's share price higher. If higher,...
663 Views
To Tender Or Not - Gauging The Future of Sun Corp (6736)
The Sun Corp Tender close nears (15 Aug). TWC is aiming to buy at least 5% but up to 19%. After recent volatility, 5% is an easier ask. But if you...
705 Views
True Wind Raises Partial Offer for Sun Corp Further, Leaving an Interesting Back End
True Wind has raised its price again. Now ¥5500, above market. Rise in Price (29%) mimics rise in yen value of CLBT (27.2%). Minimum substantially...
799 Views