7279 HI-LEX
- Jul 19, 2025
- 1 min read
Updated: Jan 27
One of the largest manufacturers of automotive door opening and closing devices. Also produces control cables. Production facilities in 17 countries.
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"This company has a persistently low profit margin, a consistently low ROE, excessive capital, including cross-shareholdings that are too high compared to its equity capital (21%), and has had an outside director in place for 18 years under these circumstances."
https://x.com/26ooo/status/2015358344530477056?s=20
apparently some drama at the recent shareholders meeting:
https://x.com/tkmanegement/status/2015703135378162090?s=20
Zennor's stake crosses 6.29% on Oct 10
Zennor joining activist name is not in this case alone. They joined 8129 Toho after 3D invested in it
it is not coincidental; it is deliberate
https://x.com/maron_fine/status/1946163867102683410
https://x.com/japan_guru_x/status/1909539052757696827
"HI-LEX owns 6.43% of 5161 Nishikawa Rubber, which announced big shareholder return policy resulting in ~ 4 bil yen increase of unrealized gain on Nishikawa stake, which is worth 2x HI-LEX`s annual net income, which would further embolden activist shareholders, driving inertia for preemptive MBO/TOB"
https://x.com/kebimon_toshika/status/1891811750347145419