Hitachi Construction Machinery

Hitachi Construction Machinery Deal To Change "Parent" - There's Not Much There There

Event-Driven
258 Views, 16 Jan 2022 23:11
EXECUTIVE SUMMARY
  • On Thursday we saw news of a Hitachi sale of half its stake in HCM. Friday the stock traded down hard. Friday night saw news that underwhelmed further. 
  • The deal is big, but it is basically a deal to get Hitachi out as parent. There is no Capital Alliance and there is no Strategic Alliance yet. 
  • There simply is not much there, there yet. And the stock is less liquid than it looks, and that won't get better any time soon.
detail (7-minute read)
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Travis Lundy
Pan-Asia Catalysts/Events
Quiddity Advisors
Japan & Hong KongEquitiesEvent-DrivenQuantitative Analysis

HK Type 4 license through Ballingal Investment Advisors Ltd. ("BIA" or "BIAL") BACKGROUND I have 20+yrs experience in A... 

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