StubWorld: Stay Long Digital Garage (4819 JP)
EQT/DG can probably offer more for Kakadu, forcing Bain/LY to overbid. This competitive bidding situation may have legs. DG is dirt cheap here. Be...
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Kakaku.com (2371 JP): Third JPY1 Bump, Same Stalemate, Limited Upside Left
EQT/DG's JPY1 bump to JPY3,682 buys time, not a win. Bain/LY's silence likely signals one decisive bump. At JPY3,800, the risk/reward is not...
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Digital Garage (4819 JP): Synthetic Expert Call Transcript (02 Jul 2026)
The Kakaku.com bidding war has reached a critical bottleneck. Bain Capital and LY Corp's binding overbid of ¥3,384 per share (potentially rising...
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Digital Garage (4819 JP) Is Cheap As LY & EQT Jostle For Kakaku (2371 JP)'s Control
Kakaku has more upside, should EQT/LY jostle for control. Separately, post deal, Digital Garage will be sitting on a chunk of cash. The caveat is...
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Primer: Digital Garage (4819 JP) - Apr 2026
Digital Garage operates a unique, synergistic business model with three core pillars: a stable and growing Financial Technology (payment...
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