Hitachi Kokusai TOB - Minorities Are Asked To Take It Or Leave It
Back in early October 2016, the Nikkei carried an article saying Hitachi Ltd (6501 JP) was "gearing up to sell its power tool and chipmaking...
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I'm Back with New and Hopefully Better Thoughts (Japanese Automotive Industry)
I am back to the research space after 5 years of field work. Over 15 years' sell side experience was not sufficient on a real...
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KKR Commences Calsonic Kansei Tender
Today after the close, KKR announced that it would commence the planned Tender Offer for Calsonic Kansei Corp (7248 JP) shares. The original deal...
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Smartkarma - Special Situations Weekly Update (19 Dec 2016)
We at Smartkarma Special Situations put out a weekly update on trade ideas we like, key events from the week gone by and what to look out for in...
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Trump Victory Brings Uncertainty to Auto Sector Around U.S. Trade Agreements
Many automotive stocks declined on the morning of Nov. 9 on fear of a Donald Trump presidency. We think selling for now is due to massive...
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