StubWorld: Toyota Industries, Macau Gaming Plays
The Offer for Toyota Industries (6201 JP) will get done. Be bullish the back end too. It is theoretically possible this could still get blocked. Be...
335 Views
StubWorld: On Toyota Inds (6201 JP)'s Last Day Of Offer
Don’t tender. If in, stay in. Get involved if not in. Fudosan may extend. But don’t expect a bump. Fudosan has made it clear it will not offer a...
264 Views
StubWorld: The Maths For A MUCH Higher Bid For Toyota Inds (6201 JP) Remains Compelling
The play for activists is to buy more TICO. Be very public about value, try to block the deal, then say you want to spill the board.
491 Views
Small-Cap Growth Names with Good Valuations in Japan....
We screened for names with little or no coverage that have been growing over the last couple of years and the valuations look really good. For the...
480 Views
Lesser Known Names that Rebounded in September....
We screened for lesser known names (2 or fewer Analysts with coverage) in Japan that rebounded in September. Some of the larger names by mkt-cap...
726 Views