Primer: Toyo Construction (1890 JP) - Aug 2026
Toyo Construction is a leading Japanese marine civil engineering firm, well-positioned to capitalize on significant national strategic...
91 Views
Ohayo Japan|SPX Rebounds on Raft of Good News; NUGGET: KEPCO(9503)-Nuke Restarts, Next Datacenters
US stocks rebound on strong Macro; NKY Futs +0.8% vs Cash; USDJPY 144.1; Speculation grows on MoF Yen intervention; Nintendo Family Office...
409 Views
[Japan M&A/Activism] Toyota RE Deal for Toyota Industries (6201 JP) Last Looks
The Toyota Fudosan tender offer for TICO falls far short of appropriate value. Toyota knows it. They are deliberately withholding that value from...
812 Views
[Japan M&A/Activism] Toyota RE Says No Bump for Toyota Inds (6201) Part III - Elliott Makes Its Case
Elliott today made a technical filing, with a slightly larger position (7.14% vs 6.65%) They bought shares at a pace of 5-7bp of outstanding per...
864 Views
[Japan M&A] Toyota Inds (6201) - Process ALWAYS Bad, Price Bad To Worse; Easily Worth ¥20k+
The TICO buyout proposed by Toyota Fudosan in June was an elegant and greedy structure for the buyer, but inappropriate for TICO shareholders. It...
1.3k Views