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bullish
Keisei Electric Railway Co
Watchlist
Last Week in Event SPACE: Takisawa Machine Tools, Kesei Electric/Oriental, Shenzhen Int’l/E'Way, HMM
Event-Driven
456 Views
22 Jul 2023 23:00
SUMMARY
Keisei Electric (9009 JP)
's valuation has deviated from
Oriental Land (4661 JP)
's since the proposed expansion of Tokyo Disney Sea, Fantasy Springs. That bifurcation should now reverse.
Don't expect a serious fight in
Nidec (6594 JP)
's hostile for
Takisawa Machine Tool (6121 JP)
. Fanuc could counter. It is possible others could step up but we wouldn't know.
On the back of the news to spin off and list some logistics ops,
Shenzhen International (152 HK)
is probably a buy on weakness vs Stub Ops Peers.
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