Toyota Industries (6201 JP): Thoughts on Intrinsic Value
The offer has several issues that are detrimental to minorities' interests. My analysis suggests a base case intrinsic value of around JPY19,000.
522 Views
Weekly Deals Digest (08 Jun) - Toyota Industries, Makino, Fuji Corp, Tam Jai, PointsBet, Mayne
A weekly summary of key developments across ECM and Event-Driven names tracked by us across Hong Kong, Australia, NZ, Singapore, Japan, Indonesia,...
396 Views
Last Week in Event SPACE: Toyota Indust. Great Eastern, Mayne Pharma, Shibaura Elect., New World
It’s Sunday! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed during the...
523 Views
[Japan M&A] Toyota Inds (6201) Proposed Takeover - It Looks Bad, and It's Worse Than It Looks
Toyota Group have announced a deal to take over Toyota Industries. It's lower than expected. Worse, it is offensive in its deliberate lack of...
2.7k Views
Toyota Industries (6201 JP): After a High, Comes the Low of a Takeunder
While representing an all-time high pre-media rumour, the offer leaves minorities short-changed. This long-dated offer is susceptible to a bump but...
1.1k Views