2021 Japan AGM Activism - StraCap Proposals for Seikitokyu Kogyo (1898) - A REALLY Cheap Company
StraCap has now made the same Shareholder Proposals on Seikitokyu Kogyo for 3 straight years. They make sense, but are likely to be rebuffed. But...
528 Views
Nojima (7419) Launches Buyout of Conexio (9422)
Cheap company Nojima is buying cheap company Conexio, cheaply. Itochu is selling it. It looks like a done deal but there is an outlying chance the...
845 Views
Mitsui OSK TOB for Daibiru (8806) Gets Loose from Its Mooring
Mitsui OSK's Tender Offer for Daibiru was low but supported by a substantial cross-held position - likely enough to get this past 2/3 IF the shares...
535 Views
Japan Needs More Cowbell
I had the privilege of writing a letter to the FT's Alphaville in January titled "The GPIF and the complexity of stewardship" about some of the ESG...
1.3k Views
Last Week in Event SPACE: Nuflare, Frasers, Nippon Shokubai, QMS, Fujitsu, Jardines
Last Week in Event SPACE ... Yoshiaki Murakami has purchased 5.02% stake in Nuflare Technology (6256 JP) "with the aim to provide advice to...
468 Views