- 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." - 2020/05/21
- MUFG to permanently shutter 40% of bank branches in Japan
- 2020/05/21
- Japan’s Sumitomo Mitsui Has Hiring, Acquisition Plans Overseas
- 2020/05/20
- Japan Regional Banks in Extremely Tough Biz Situation
"Most presidents believe the banks will exist throughout their appointment. What's needed are longer term visions and business plans." - 2020/05/19
- Nomura seeks new growth from private equity, private debt and startups
"This direction may grow Japanese private market. Interesting." - 2020/05/16
- Japan’s megabanks estimate a collective ¥1.1tn in credit costs
"Pros is that credit oriented lending environment would be back. Cons is that current liquidity support is likely to hurt bank shareholders."
