7&I (3382 JP) - An ITO Family MBO? With Itochu? At ¥9trln? Maybe. Information Is Scarce
An MBO for Seven & i by the ITO family? Maybe. And the number was big (¥3450/sh), unless it was small (¥2,300/sh), and we don't know which. But it...
1.2k Views
Japan Cross-Shareholding - Summary Matrix - Over US$100bn of Selling in 118 Companies
Toyotal has just announced that it will buy back around 290m (around 2% of the stock) of its own shares from MS&AD, Tokio Marine, MUFG and SMFG. In...
1.3k Views
Mizuho Cross-Shareholding - US$11bn of Cross-Shareholding, with at Least US$2bn to Sell over FY24-26
Following up on our earlier cross-shareholding notes, in this note we look at Mizuho Financial Group (8411 JP)'s cross-shareholding.
660 Views
Primer: Marubeni Corp (8002 JP) - Apr 2026
Marubeni is strategically shifting its portfolio towards non-resource and green-focused businesses to reduce earnings volatility from commodity...
214 Views
Marubeni (8002 JP): Re-Rating Done, Spot Copper Priced In
Stock has been re-rated to reflect current copper prices and earnings, with potential for further growth depending on platform scaling and capital...
658 Views