Last Week In Event SPACE: Toyota Industries, Bluescope Steel, Ibiden, CK Hutch

358 Views01 Mar 2026 06:10

SUMMARY

Toyota Industries (6201 JP) is worth in the high ¥20,000s by having minorities get the value of TICO and the tax treatment benefits proposed. As-is, TICO minorities are getting screwed.
The $64k question is whether AusSuper which supported Bluescope (BSL AU)'s rejection of a $30 bid, and would only support an M&A proposal that was “materially higher", is now supportive.
It's not surprising that financial institutions are selling some Ibiden Co Ltd (4062 JP) as it continues its climb higher AND around the time of the imminent MSCI promotion.

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