Tamron (7740 JP): Thoughts on a Potential Privatisation Offer
Effissimo would support the rumoured offer price, as it represents an all-time high and is attractive relative to peers' multiples.
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Japan Activism Briefs: Yamaha Motor, Tamron, NPC
Top activist investors are making contrarian bets in Japan: Silchester raises Yamaha Motor stake, Effissimo raised Tamron stake to 13% at 6x EBIT,...
638 Views
Weekly Deals Digest (02 Aug) - Shein, Future Corp, Kakaku, Tamron, Australian Strategic, Perpetual
A weekly summary of key developments in ECM and Event-Driven names tracked by us in Hong Kong, Australia, New Zealand, Singapore, Japan, Indonesia,...
140 Views
The Week That Was in NorthAsia@Smartkarma: Sep24
It has been another week in North Asia. North Korean missile/nuclear tests and threats? Check. Trump rhetoric on North Korea and football players?...
397 Views
Tamron--A New Play on Drone and ADAS Growth
Tamron (7740) is a small-cap camera lens manufacturer (valued at around $495m) that supplies lenses for such prestigious digital camera makers as...
409 Views