Yamada (9831 JP) and Edion Corp (2730 JP)'s MOU to negotiate to form a Holdco, also means that capital actions to improve shareholder returns are probably dead for a year.
IFM critiques the IE's fair value assessment of Atlas Arteria (ALX AU) and extends the offer period; amid minimal tendering.
Kawasaki Kisen Kaisha (9107 JP)/KLINE upped their buyback plan from ¥50bn to ¥130bn and started with a big ToSTNeT-3. Buy on weakness. Longer-term, be long and stay long.
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