'Model AA' Shares - Good Governance Gone Bad?
After the close on Tuesday April 28, 2015, Toyota announced the board had resolved to submit to shareholders a resolution to partially amend the...
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Seven & I: The Biggest Barrier to Change Has Gone
Activist investors complain about the lack of change at Seven & I but fealty to the founder was always stronger. That has now gone and a lot of...
547 Views
Aso Corp Running at Kosaido (7868)
Kosaido has been a "pet" of mine since the Bain-led MBO led to a Murakami activist opposition, a bumped then broken deal, and then a change in...
564 Views
Kosaido (7868): A Story Being Told, A Story Being Bought
At the end of 2018, Kosaido Co Ltd (7868 JP) shares were trading well below ¥400/share, hitting a two-year low at ¥329/share on Christmas day as...
697 Views
Zozo Competition: Locondo up 48%, Unveils Store Franchise, Adds Higher End Brands
Locondo (3558 JP) has for long talked up its plans to become a major player in the fashion e-commerce market and a rival to ZOZO (3092 JP).This...
913 Views