Last Week In Event SPACE: Digital Garage/Kakaku.com, Yamada Corp/Edion Corp, YTL/YTL Power, Strategy

108 Views12 Jul 2026 06:10

SUMMARY

Stay long Kakaku.com Inc (2371 JP). Don't sell yet. And definitely stay long Digital Garage (4819 JP).
The Yamada Corp (6392 JP)/Edion Corp (2730 JP) combination gives both a platform. What they do with it is the question that the initial announcement left entirely unanswered.
At a multi-year low implied stub; and an all-time low simple ratio (YTL (YTL MK)/YTL Power (YTLP MK)), if you can set up the stub here cleanly, do so.

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