Last Week In Event SPACE: Toyota Industries, Skyworth Group, CK Hutchison, Dongfeng Motor

289 Views25 Jan 2026 06:30

SUMMARY

The play for activists is to buy more Toyota Industries (6201 JP). Be very public about value, try to block the deal, then say you want to spill the board.
Implied valuation multiples for Skyworth Group Limited (751 HK)'s stub and PV ops don’t seem unreasonable. But how best to hedge the delisting & spin-off?
The (largely) expected Panamanian pushback appears factored in, with the market looking further afield to the sale of the remaining 41 global ports. CK Hutchison (1 HK) is trading full here.

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