Sanken Electric (6707 JP): Synthetic Expert Call Transcript (13 Sep 2026)
Sanken Electric’s remaining 32.05% stake (59.73 million shares) in Allegro MicroSystems (ALGM) is valued at significantly more than Sanken’s...
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[Japan Activism] Activists Control LESS of Sanken (6707) Now - But Spread Is Wide and ALGM Grows
Sanken Electric is at a wide spread (discount) to its holding in ALGM and other assets exist. ALGM has fallen far, making the optionality better.
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Japan Morning Connection: Kose Aims for Global Growth
​Global renewable sector continues to outperform, but Japan is lagging behind. US market is cautious ahead of the Fed meeting. Kose plans for...
436 Views
Japan Morning Connection: Sanken Electric, Nidec, Asahi Intecc
​US tech laggards are now catching up after a rapid rebound, server-related strength boosts Nidec's sentiment, and Coherent's strong numbers...
460 Views
[Japan Activism] Activists Control Sanken (6707 JP) Going Forward - Watch For Better Plans
Sanken Electric is 45-46% owned by two declared activists and there is probably more than 50% held by those two and hangers-on. It is cheap to its...
640 Views