Could Trump Add to Consolidation Pressure on Japan's Auto Industry
On the 4th of February the Nikkei reported that Toyota Motor Corp (7203 JP) and Suzuki Motor Corp (7269 JP) were in discussions regarding an...
2.7k Views
[Japan M&A/Activism] The Raksul MBO Is In Danger; Bump Clearly Needed
Today is the last day for the extension. It is Bump Or Walk time. A UBS customer, Keyrock, MY.Alpha, and now a Morgan Stanley MUFG account own 25%...
1k Views
Raksul (4384 JP): Primed for a Bump
Keyrock has increased its holding from 8.53% to 8.74% of out. shares. Notably, on 19 December 2025, it bought 2.2 million shares (3.69% of out....
2.1k Views
[Japan M&A] CEO & Chairman Entice GS to Sponsor an MBO for Recently Lackluster Raksul (4384)
Since I last wrote, the stock is up a bit but there is no news. UBS AG has increased its stake. Matsumoto-san has filed another amendment to...
1.4k Views
Raksul (4384 JP): GS-Sponsored MBO at JPY1,710
While the process is lacking, the offer is reasonable compared to peer multiples, analyst price targets and historical trading ranges. Barring an...
969 Views