對沖基金Elliott撤離香港，一來中資難維權，二是香港變了。 #國際金融中心
Elliott’s largest campaigns in Asia include a $2.5bn investment in Japanese technology conglomerate SoftBank, and an ongoing six-year battle with Bank of East Asia, which is controlled by the Hong Kong Li family. These will now be overseen by teams in London and Tokyo, according to a person close to the fund.
Elliott’s decision to move staff from Hong Kong to Tokyo coincides with an ongoing boom in shareholder activism in Japan, and the high-profile successes of several prominent campaigns. In recent months activists have felt emboldened and attempted new tactics: Toshiba was last week forced to take steps to hold an unprecedented double extraordinary general meeting of shareholders later this year after demands from two separate investors.
Then in a historic $1.2bn deal sealed on Monday, real estate giant Mitsui Fudosan completed a tender offer for Tokyo Dome, operator of one of the most famous sporting landmarks in Japan. The deal emerged from a campaign run by Hong Kong-based activist Oasis, which had demanded a wholesale shakeout of Tokyo Dome’s management.
toshiba中資 在 [新聞] 陸最低調富豪實力爆表！514 億日元併購- 看板Stock 的推薦與評價
1.原文連結：
https://www.chinatimes.com/realtimenews/20200615002151-260409?chdtv
2.原文內容：陸最低調富豪實力爆表！514 億日元併購日商東芝
12:072020/06/15 中時電子報 陳弘美
全球白色家電巨頭美的集團創始人何享健遭歹徒挾持，震驚各界。此新聞一出，讓這位被
陸媒稱為最低調老董的背景遭曝光，除了身家破千億外，他帶領的美的集團以514億日元
併購日商東芝集團一事，也遭外界起底。
據陸媒《新浪網》報導，2016年3月，美的集團，收購東芝家電80.1%的股權。總額約為
514億日元，相當於大約33億元人民幣。《工商日報》指出，這次併購，讓美的集團取得
東芝家電在日本、大陸及東南亞生產製造及銷售權。
除了瞄準東南亞市場外，《日經中文網》表示，美的集團運用東芝品牌效應，計劃2019年
進軍歐洲市場，2020年將進駐印度市場。力爭2020年之前將海外銷售額比例提高至5成。
東芝企業在美的集團帶領下，該社長小林伸行接日前受《日經中文網》採訪直言，東芝在
併入美的集團3年後，企業在2018年轉虧為盈，小林社長直言，美的集團採購能力和大規
模生產，是東芝能轉虧為盈的關鍵。
3.心得/評論：TOSHIBA白色家電部門變成中資企業，家電業要跟中國打大概會被打趴
台灣的大同、東元也不是很好的樣子
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