[JAPAN ACTIVISM] - Murakami Group Goes Activisting on Exedy (7278) - Room To Run
The Murakami Group has now bought 10.1% of Exedy (7278). Interestingly, NOMURA Aya bought another 1.18% on 14 June to get to 9.59%, then sold 6.79%...
1.4k Views
Denso's Big Multi-Year Toyota Industries (6201) Selldown
Toyota Inds got sold on news of Denso's selldown. It's 6-7% of ADV for 2.5yrs so reasonable to expect heaviness. But while forward EPS ratios...
1.5k Views
Denso Offering, Buyback, and New Cross-Holding Reduction Policy - It WAS a Trap
Denso has announced the secondary offering of roughly 10% of shares out. It is heavily tilted to retail. And the simultaneous announcement of a...
1.1k Views
Huge Denso (6902) Secondary Sale by Toyota Group - Admiral Ackbar Says "It's A Trap!"
Toyota Group will do a large secondary offering of Denso (6902) shares. Toyota, Toyota Industries, and Aishin will sell. This is more complicated...
1.2k Views
Primer: Aisin (7259 JP) - Apr 2026
Aisin is a top-tier global automotive supplier, deeply integrated with the Toyota Group, which provides a stable revenue base and fosters...
130 Views