A Quick Look at the Buffet Trade and the Most Obvious Follow-Ons
Last week it was revealed that Warren Buffet had taken stakes of about 5% in Japan’s five major trading companies. This comes at a time when the...
758 Views
The Honda TOBs: FINALLY. Tenders for Showa, Keihin, and Nissin Kogyo
This is a single insight for all three tender offers. The first insights at the end of October last year were: Honda TOB for Showa (7274) - THIS...
515 Views
Hitachi Metals – Sale On
The Nikkei reported on the 20th that Hitachi was looking to sell Hitachi Metals and had contacted foreign investment banks to do so. This is an...
618 Views
MeGroup Revs Up Sustainable Growth Engines
Engineer Wong Cheong Chee is a man who appreciates his machines. As a testament to this, the Executive Chairman and CEO of SGX-listed...
244 Views
Japan Needs More Cowbell
I had the privilege of writing a letter to the FT's Alphaville in January titled "The GPIF and the complexity of stewardship" about some of the ESG...
1.4k Views