HC Picks 307

April 7, 2021
by Akane Hashimoto

Period : April 1, 2021 – April 7, 2021

Category : [Business] [Policy(BOJ)] [GPIF]

-Policies and business activities related to Japan investment opportunities-


● Toshiba receives offer from CVC to go private in $20bn deal

 > “If this size of deal is possible, Japan shall accelerate consolidation and focus on growth.”

● Takeda Completes Sale of Japan Consumer Healthcare Business Unit to Blackstone

 > “Encouraging consolidation plan realizing in Japan. Hopefully, Japanese private equity will be part of these activities.”

● Hitachi to acquire U.S. software firm GlobalLogic for $9.6 billion

 > “We need both acquires and sellers to activate private equity businesses.”

● Japan’s Biggest Bank Rebuilds Tokyo HQ for Post-Pandemic Work

 > “Encouraging direction shown by the largest mega bank. He looks serious to transform their core business to fee businesses.”

● Japan gathering information on Nomura, MUFG losses linked to U.S. client

 > “It will be a funny situation if BoJ and FSA announce risk measurement improvement plan before Nomura or Mitsubishi do.”

● J-Power subsidiary to turn Virginia coal plant into solar-plus-storage facility

 

#Business


● Japan to speed up investment in energy transition

 > “Policy may drive innovation from old economy.”

#Policy(BOJ)


● New GPIF Board Head Says Fund Isn’t Distorting Japan Stocks

#GPIF