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StubWorld: Keisei Electric's Big Gain On Activist Stake News
811 Views26 Nov 2024 09:53
Keisei has no interest in any large OLC divestment. I see the Keisei/OLC ratio at a three-plus year high. For me, the trade here is to sell/short Keisei.
What is covered in the Full Insight:
- Keisei Electric's Stock Reaction
- Activist Investor Murakami-San's Strategy
- Oriental Land's Market Influence
- Keisei's Position Relative to Peers
- Investment Strategy and Considerations
Boomeranged on Wed, 27 Nov 2024 07:50
Oriental Land (4661 JP) has announced a ToSTNeT-3 buyback of 18mm shares (0.99% of shares out),. Keisei will sell, yet will keep OLC as an equity method affiliate by staying above 20%. Keisei gets cash, but don't expect any special divvy; perhaps a buyback once Aeon has stopped buying. In tandem with Murakami allegedly buying, I'd tilt more bullish on Keisei here. Read more in "Discussions" below.
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Full Insight
(Paid Plans Only, 3-minute read)
Discussions
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Price Chart(Sign Up to Access)
- Keisei Railway (9009) Gets Bad Advice from Activists, Which Is Good for The Rest of US04 Mar 2025
- Oriental Land ToSTNeT-3 Buyback From Keisei (9009) - It's In the Plan And Looks Better Than It Is26 Nov 2024
- [JAPAN ACTIVISM] Keisei Elec (9009) - Murakami Stake Causes Pop But the Oppty Is Still Unconvincing26 Nov 2024
- Keisei Electric Jumps 14% on Reports of Murakami Stake25 Nov 2024
- [JAPAN ACTIVISM] Keisei Elec (9009) AGM Result Not Salutary, Tough To Win On This Stance11 Jul 2024
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