Aisin (7259) - Executing the Capital Policy Side of Its MTMP - Big ¥120bn (8.8%) Buyback
Aisin earnings were OK, guidance was what it was (tariffs are gonna hurt). A large buyback is helpful. They need to do more later and have the...
554 Views
Toyota Industries (6201 JP): A Rumoured Privatisation with Several Unknowns
The shares are set to hit an all-time high. However, there are still several unknowns, including the price, the identity of the offeror,...
725 Views
Suzuki Motor (7269 JP): The Current Playbook
Suzuki's share performance is the joint best among recent large placements but has underperformed compared to the Nikkei index. The average large...
879 Views
Suzuki Motor Placement Updates - Relative Correction Has Been Decent so Far. But Lacks Buyback
Tokio Marine Holdings (8766 JP) and Sompo Holdings (8630 JP) aim to raise around US1.15bn via selling 5% of Suzuki Motor (7269 JP). We compare it...
536 Views
Suzuki Motor (7269 JP): A US$1.1 Billion Secondary Offering
Looking at recent large Japanese placements is instructive for understanding the potential offer price. The pricing date will fall between 21 and...
671 Views