Last Week In Event SPACE: MCJ, Jardine Matheson, Toyota Industries, Zijin Mining/Chifeng Jilong Gold

322 Views29 Mar 2026 06:10

SUMMARY

Bain extends the TOB for MCJ Co Ltd (6670 JP). This still needs a bump.
I'd still be setting up the stub here. Or buying Jardine Matheson Holdings (JM SP) outright. Expect more accretion/recycling. All of which benefits Matheson. And the Keswicks.
Re: Toyota Industries (6201 JP): arbitrageurs gonna arbitrage. And shorts are going to cover. If you are in either camp, you know what to do. Or have to do.

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