7279 HI-LEX
- Japan Guru
- Jul 19, 2025
- 1 min read
Independent. 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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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
good commentary on recent history on the co
"over capitalized company that should not even be listed. Selling its stake in the liquid 7747 would be a start...although an MBO might ultimately be the only solution here"
https://x.com/JapanDeepValue1/status/1745889403245941193
"Even though the founding family's asset management company owns 26% of the shares, the approval rate for director reappointment was 77% which is unusually low, because Nomura Aya, Monex Activist Fund, and Rim are the large shareholders. Zennor just joined as the fourth activist"
https://x.com/makemmd/status/1945511160830361745