Keisei Electric Railway
2 activist/short documents on this target.
Timeline
2023-10-17
Palliser Capital · full deck
Keisei's 22% stake in Oriental Land hides $4.5bn of value; right-sizing it below 15% and adopting a capital allocation framework unlocks 76% upside for shareholders.
N4 V4
2025-04-23
Palliser Capital · full deck
Keisei trades at a 39% discount because its US$5bn OLC stake masks chronic underperformance; capping it below 15% plus a refreshed 11-member board unlocks US$3bn.
N5 V4