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...
1.4k 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...
855 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...
978 Views
EVA Precision 838 HK: Play on EV Market Growth
Eva Precision Industrial Holdings (838 HK) is a supplier of office and automotive equipment (seat/battery frames and molds), trading at 8.1x PE...
637 Views
Toyota Industries (6201 JP): Thoughts on Intrinsic Value
The offer has several issues that are detrimental to minorities' interests. My analysis suggests a base case intrinsic value of around JPY19,000.
521 Views