- 2020/08/05
- Mergers, nonbank investors key to survival for battered regional banks in Japan
"While financing regional businesses, it is essential for banks to draw pictures on regional post-COVID business structures, including mergers and consolidations, to support growth." - 2020/08/04
- Japan Short of Rescue Plans for Regional Lenders Hit by Pandemic
- 2020/08/04
- Japanese bank MUFG's profit more than halves on credit-related costs
"Explains how difficult to profit from a banking business. Key should be to expand to new services, and might be to reduce total assets." - 2020/07/31
- Japan bank Mizuho's profit slides 24.6% as credit costs rise amid virus
- 2020/07/29
- Japan's SMFG net profit drops 60% due to credit costs
- 2020/07/28
- Toshiba activist Effissimo fails to convince with board seat demands
- 2020/07/22
- Farallon plans to vote for the shareholder proposals at Toshiba's 181st Annual General Meeting
"Let's see how this traditional company reacts to shareholders." - 2020/06/29
- Oasis Statement on Fujitec 2020 Annual Shareholder Meeting Results
- 2020/06/24
- Olympus Selling Digital-Camera Business Defeated by Smartphones
“A once king of Camara manufacturer, shifting its core business to medical equipment, aided by ValueAct. At last, corporate Japan may be seriously reviewing their businesses under appropriate governance, and private equity GPs gain important positioning in the market." - 2020/06/16
- Lim Advisors presses Nichiigakkan for extension in Bain Capital offer -letter
"Another interesting case asking for appropriate valuation."
