Topic
activism
Everything our editor has picked under this tag, best first.
activism Art Vivant (TYO 7523): Cheap Adjusted Net-Net at 11x PE Trading Below Failed ¥1,670 MBO Price as Activist Builds 40.13% Stake
Art Vivant trades below the failed ¥1,670 MBO price at 11x earnings as an activist builds a 40.13% stake.
Altay Capital - Mostly Value Investing
activism Nanocap Osaka Yuka Industry (4124): A Strategic Buyer Offered ¥3,201. An Activist Paid More to Stop the Deal. The stock trades at ¥2,746
Osaka Yuka Industry (4124) trades at ¥2,746 after a strategic buyer offered ¥3,201 per share, while an activist bought shares above the bid to oppose…
Altay Capital - Mostly Value Investing
activism OUG Holdings (TYO 8041) - A 0.5x P/TBV Vertically Integrated Seafood Wholesaler in Osaka Trading at 5 P/E and Improving Shareholder Returns
OUG Holdings trades at 0.5x tangible book and 5x earnings, with a 1.6% dividend-on-equity policy and net-net characteristics including investments.
Altay Capital - Mostly Value Investing
activism Kinki Sharyo (TYO 7122) - A ¥10 billion Net Net Rolling Stock Manufacturer Trading at 0.3x Book Value and a 64% Discount to NCAV + Rental Real Estate
Kinki Sharyo (TYO 7122), a 105-year-old rolling-stock maker, trades at 0.3x book and 64% below NCAV plus rental real estate, with Effissimo Capital…
Altay Capital - Mostly Value Investing
activism Dumpster Diving Again
A beaten-down company combines solid asset value, heavy insider buying, activist involvement and an equity recap with aligned incentives.
Nat Stewart - Stock Picking Newsletter