Last Week In Event SPACE: MCJ, AviChina, Tokyo Steel Mfg, 3SBio

328 Views05 Apr 2026 06:10

SUMMARY

The correct long-term thing to do is, and the right short-term trade don't match. Best to sell MCJ (6670 JP) above the tender offer price or at the offer price.
At 6.1x forward EV/EBITDA - and ~80% discount to NAV - AviChina Industry & Technology H (2357 HK) is not expensive.
An interesting fact pattern appears like it might be a setup for a significant change in capital structure for Tokyo Steel Mfg (5423 JP) T related to the former CEO

Try Now

Begin exploring Smartkarma's AI-augmented investing intelligence platform with a complimentary Preview Pass to:

Join 55,000+ investors, including top global asset managers overseeing $13+ trillion.

Upgrade later to our paid plans for full-access.

SMARTKARMA PREVIEW PASS

By signing up, you agree to our
Terms of Use and Privacy Policy.

Already have an account? Sign In Now

Discussions

(Paid Plans Only)

Price Chart(Sign Up to Access)

Insight Stream