Last Week in Event SPACE: Mitsui Matsushima, L'Occitane, Prosus/Tencent, EOFlow

437 Views26 May 2024 07:00
  • Murakami-San now owns far more in Mitsui Matsushima (1518 JP) than he can easily get out of other than by corporate action. Murakami-san is not a dumb guy. He knows this.
  • The unique investigative shareholder register confirms what has been long rumoured about a certain shareholder activist in L'Occitane (973 HK). It is also informative for what isn't present.
  • Prosus (PRX NA)'s discount to NAV and implied stub widened after Fabricio Bloisi's CEO appointment the previous week. But the sell-down of Tencent (700 HK) to buy-back Prosus will continue.
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