Primer: Yodogawa Steel Works (5451 JP) - Nov 2025
Yodogawa Steel Works is a prominent Japanese manufacturer of steel products with a diversified portfolio including coated steel sheets,...
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Japan Activist Briefs | Aichi Steel, Yodogawa Steel
​Investor activism in steel sector leads to pressure on Aichi and Yodogawa Steel; Asset Value and Nippon Active Value increase stakes in Sharing...
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Yodogawa Steel (5451) | Steeling for a Capital Allocation Battle
​Activist investor takes 5% stake in underperforming steel company, aims to improve ROE through better capital allocation. Bullish move.
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StubWorld: Intouch/Gulf, Yodogawa/Sheng Yu Steel, Pan Asia Chemical/Taichung Commercial
Trading at a 1.6%/4.0% gross/annualised spread. I'd wait for any weakness before entering (if playing the arb) at ~4% gross spread to terms, where...
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Global Equity Strategy: The Pause that Refreshes?
We continue to believe the weight of the evidence points to a new leg higher for global equities, a viewpoint that is supported by the several...
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