The return of ED
Discipline! Before we get started, what a difference a couple of weeks can make… Last week, we did a deep dive into Japanese activism and introduced our dedicated Japan monitor. We also mentioned 2 ways to play the improvement in Japanese corporate governance that were easy enough for a gaijin to wrap your head around:…
July 05, 2026, Vol. 281
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Keep on spinning
Spin-offs We’re taking a short break from our thematic review series because spin-off season is upon us. In just the past few weeks, we’ve seen Octave Intelligence (OCTV), Honeywell Aerospace (HONA), and Mobility Global (MBGL) begin trading as standalone companies. Coming up next is Midera Food Processing (MFP), which is expected to hit the tape…