Keisei Electric Rail (9009): For Relative Value Trade
Keisei's management received another pressure from activist investor to divest more stakes in Oriental Land. Weak Yen will help to bring tourists...
1.2k Views
Last Week in Event SPACE: HK Southbound, Jardine Cycle, Keisei/Oriental Land, BHP/Anglo American
The weekend is here! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed...
527 Views
JAPAN ACTIVISM: Mitsui Fudosan (8801) Responds to Elliott with Buyback, Amended Long-Term Plan
Elliott Management bought Mitsui Fudosan. Argued for asset sales and buybacks. Mitsui Fudosan has responded with plans for asset sales and...
1.1k Views
Last Week in Event SPACE: Keisei Electric /Oriental Land, SingTel, Alumina/Alcoa, Li Ning
The weekend is here! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed...
496 Views
StubWorld: Keisei's ToSTNeT-3 Buyback. Stay Bearish
Even if you were an activist, or a trader with an activism tilt, I'd be disinclined to be long Keisei vs Oriental Land. On balance, I'm more...
441 Views