TSE:6856
TSE:6856Electronic

Does HORIBA (TSE:6856)–Oasis Cross-Shareholding Hint At A Deeper Shift In Governance Priorities?

In recent disclosures, it emerged that Horiba Ltd. and Oasis Management each hold more than 5% stakes in one another, with Oasis owning 9.90% of Horiba and signaling intentions to actively engage on portfolio management and potential significant proposals. This uncommon cross-shareholding between a listed company and an activist investor highlights the prospect of intensified governance scrutiny and potential shifts in Horiba’s corporate priorities. With Oasis Management signaling possible...
TSE:9861
TSE:9861Hospitality

Yoshinoya (TSE:9861): Assessing Valuation as Board Prepares to Review Organizational Restructuring

Board meeting puts restructuring and valuation in focus Yoshinoya Holdings (TSE:9861) has flagged a November 27 board meeting to consider organizational restructuring, a move that often precedes strategic shifts in how a business allocates capital and runs its core brands. For shareholders, the key question is whether any restructuring could unlock more value from a company whose shares are roughly flat over the past 3 months but still down over the past year, despite steady revenue and...