Toshiba Tec – Where Is Toshiba Tec Headed?
With the planned IPO for Kioxia being delayed for at least a few months, we wonder whether this brings Toshiba Tec more into play. As the lone...
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Fujitsu General – 36% Above December Levels, What’s the Trade Now?
Our original take on Fujitsu General was that the company was not fulfilling its potential due to a lack of scale but was excessively cheap and...
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Fujitsu Frontech – An Updated Look at the Valuation and Tender Extension
In our previous note Fujitsu Frontech – Why Steal an ATM When You Can Steal the ATM Maker we explained our rationale for why the premium was too...
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Fujitsu TOB For Fujitsu Frontech At a Discount?
The recent past has seen some MBOs and Parent Company takeouts of companies (where incumbent shareholders and management own a large stake) and the...
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