[JAPAN ACTIVISM] Exedy (7278) - You Won, BIG Capital Payout, Murakami Up. Now Watch Out!
Exedy (7278) Earnings were OK/decent. Murakami-san has gone to 24.7%. We have a sharply higher dividend payout and policy, and a HUGE buyback....
682 Views
Primer: Daidoh Ltd (3205 JP) - Aug 2026
Daidoh Ltd. is a Japanese apparel company with a long history, currently navigating a strategic transformation under its 'Innovation and...
95 Views
[Japan Activism] Murakami Owns ~42% and Company Announces 31.3% Buyback
Mitsui Matsushima popped after big 31% buyback news, but is now +7.5% vs the day before. If it bought back all shares at ¥4995 (the day after the...
1.3k Views
JAPAN ACTIVISM: Strategic Capital Target Daido (3205) Now A Murakami Target Too
Daidoh was targeted by activist Strategic Capital for 18mos. They bought to 32% and this past AGM "won" small. Murakami-san has joined the fight...
895 Views
[Japan M&A/Activism] Toyota RE Deal for Toyota Industries (6201 JP) Last Looks
The Toyota Fudosan tender offer for TICO falls far short of appropriate value. Toyota knows it. They are deliberately withholding that value from...
812 Views