[Japan Activism/M&A] Activist Launches Partial Tender to Put Microcap Broadmedia (4347 JP) In Play
An Activist owns 28% and is now launching a partial offer to go to 39%. That's big. We will need to wait for a response but the company's future is...
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Last Week In Event SPACE: National Storage, Raksul, ANE Cayman, Strategy, Broadmedia, Austal
It’s Sunday! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed during the...
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Tohokushinsha Film (2329 JP): 3D Persists Despite Strong Pushback
3D’s persistence suggests a strategy to test the controlling shareholder's resolve by bumping the offer. As this outcome is likely, the shares will...
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Tohokushinsha Film (2329 JP): Potential Scenarios as 3D Lobs a Privatisation Proposal
The possible scenarios are that a white knight emerges to buy 3D’s stake/launch a counteroffer, 3D bumps the offer price, or the Board introduces a...
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Japan's 5G Future: The Heavy Lifting Has Already Been Done
When we wrote our first 5G note in 5G Set to Disrupt the Cellular Business Model we laid out arguments on how 5G could be more disruptive to mobile...
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