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Apr 26, 2024
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why does elliott have this position now? >> the elliott news came this morning that they have about $1 billion worth of stock in the company. it puts them in the top 10 shareholder. what exactly they are pushing for, especially in the context of the bhp approach is unclear. we are still doing more reporting on it. it is clear when an activist comes in, they believe the company will be undervalued. it would not be surprising if they think there needs more to be unlocked with anglo american. an interesting story. they are not the only investor that has showed up. there are other investors who have spoken out. bluebell has also amassed a stake in anglo american. other investors are speaking out against this bhp deal. sonali: how do you think through anglo american bhp as it stands, giving you had followed this deal to the deal talks and reported outcome of that, and everything that happened since and the resistance against this deal, how do you explain what the state of play is? >> what is such a big deal, it was sitting at abo
why does elliott have this position now? >> the elliott news came this morning that they have about $1 billion worth of stock in the company. it puts them in the top 10 shareholder. what exactly they are pushing for, especially in the context of the bhp approach is unclear. we are still doing more reporting on it. it is clear when an activist comes in, they believe the company will be undervalued. it would not be surprising if they think there needs more to be unlocked with anglo...
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Apr 28, 2024
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one thing that attracted the attention of elliott? guest: so when you search with other trading, from previous investments, through some of the ratios, the stock price underperforms when you look at a five-year span and the reason comes down to shareholder returns, which is not the trend we are seeing in japanese companies. and 500 billion yen share buyback is the biggest in history. there increasing their payout ratio target and that put pressure to do good. annabelle: we have earnings for trading houses, so what are you expecting on thursday? guest: it comes at interesting timing. they are going to announce full-year earnings in a medium-term plan on thursday. expect announcement around shareholder returns. we've had shares that value, we're waiting according to people we spoke to. when you look at historical investments in the company, before these companies put out to help the company think about shareholder value, assets and increased buybacks in february, the biggest buyback, there is a lot of excitement with what they've got to
one thing that attracted the attention of elliott? guest: so when you search with other trading, from previous investments, through some of the ratios, the stock price underperforms when you look at a five-year span and the reason comes down to shareholder returns, which is not the trend we are seeing in japanese companies. and 500 billion yen share buyback is the biggest in history. there increasing their payout ratio target and that put pressure to do good. annabelle: we have earnings for...
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Apr 30, 2024
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we are seeing really robust upside including elliott management having built a large stake. this is worn -- this is one of warren buffett's favorite trading houses. we have seen elliott previously pushing for government changes at toshiba and reaching a record high last week and extending gains today, up over 7%. you can tune into bloomberg radio to hear more from the days big newsmakers. get in-depth analysis from the daybreak team there. we're broadcasting live from our studio in hong kong. you can listen in via the app, or bloombergradio.com. this is bloomberg. ♪ so this is pickleball? it's basically tennis for babies, but for adults. it should be called wiffle tennis. pickle! yeah, aw! whoo! ♪♪ these guys are intense. we got nothing to worry about. with e*trade from morgan stanley, we're ready for whatever gets served up. dude, you gotta work on your trash talk. i'd rather work on saving for retirement. or college, since you like to get schooled. that's a pretty good burn, right? got him. good game. thanks for coming to our clinic, first one's free. at morgan stanl
we are seeing really robust upside including elliott management having built a large stake. this is worn -- this is one of warren buffett's favorite trading houses. we have seen elliott previously pushing for government changes at toshiba and reaching a record high last week and extending gains today, up over 7%. you can tune into bloomberg radio to hear more from the days big newsmakers. get in-depth analysis from the daybreak team there. we're broadcasting live from our studio in hong kong....
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Apr 29, 2024
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haidi: the top corporate stories we are following, elliott management is built the lawyers taken one of warren buffett's favorite japanese trading houses . our sources tell bloomberg the investment is several tens of billions of yen. buffett said when year ago he would be raising his holdings. renew discussions with openai about using tech allergy to powers some of its features on iphones. the two firms are discussing terms of a possible agreement. the latest development comes about 1.5 months before the worldwide development conference where it is posed to what avail new ai software. samsung ends i's group have agreed to boost cooperation and manufacturing following a meeting between the company executives. their cooperation in cutting edge machines used in foundries and a memory chip production. annabelle: a bloomberg scoop, bloomberg has learned geiger is close to taking an offer of the skincare company private. we know that l'occitane key revenue markets have shifted away from america to asia. what is the justification of delisting from hong kong? >> we have been following this d
haidi: the top corporate stories we are following, elliott management is built the lawyers taken one of warren buffett's favorite japanese trading houses . our sources tell bloomberg the investment is several tens of billions of yen. buffett said when year ago he would be raising his holdings. renew discussions with openai about using tech allergy to powers some of its features on iphones. the two firms are discussing terms of a possible agreement. the latest development comes about 1.5 months...
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Apr 16, 2024
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several notable recent examples are elliott, which has a big stake, they are arguing to afford to sell off some of its buildings and may be reinvested into developing new properties. another well noted case is singapore's 3d investment partners, which has stakes in software maker fuji soft, in that case asking to sell off a ton of real estate and reinvest that their core business. haidi: asia investing reporter lisa du there. more ahead on "daybreak asia." this is bloomberg. ♪ haidi: we want to look at the rise of bitcoin, a record high ahead of the bitcoin that should be taking place later this week, big news this year given we saw u.s. bitcoin etf's coming to market, and now we have several asset managers in hong kong who have given conditional approvals, and also ether etf's as a point of difference. let's get to our etf analyst, rebecca, some of the names that came out, perhaps one could have been expected. rebecca: in hong kong, there were two issuers, not what we had expected, so the three that got mentioned are split across these three etf, one has the sixth etf with 40 millio
several notable recent examples are elliott, which has a big stake, they are arguing to afford to sell off some of its buildings and may be reinvested into developing new properties. another well noted case is singapore's 3d investment partners, which has stakes in software maker fuji soft, in that case asking to sell off a ton of real estate and reinvest that their core business. haidi: asia investing reporter lisa du there. more ahead on "daybreak asia." this is bloomberg. ♪...
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Apr 8, 2024
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elliott ackerman joins us for more. are you unclear on u.s.-israel policy after the events of last week? >> know, i am certainly not 100% clear. i think the u.s. is running the risk of sounding pretty hypocritical in its warnings to israel about civilian casualties, given the number of civilian casualties the u.s. has inflicted over the past decade. even if you go back to the history of the united states and what we've been willing to do in terms of attacking civilian targets in wars existential to our survival. lisa: we heard from -- annmarie: we heard from admiral kirby and he says this has to do with indirect consequences of their conversations. you hear senator kunz saying he think that is tactical. israel wants to have a reset or potentially move troops to the north if they will have an issue with lebanese has villa. what do you make of this specific move israel made over the weekend? >> what we are seeing is israel's 98th division is moving in the south. the question is why is it moving out? the israelis announced an operation in rafah f
elliott ackerman joins us for more. are you unclear on u.s.-israel policy after the events of last week? >> know, i am certainly not 100% clear. i think the u.s. is running the risk of sounding pretty hypocritical in its warnings to israel about civilian casualties, given the number of civilian casualties the u.s. has inflicted over the past decade. even if you go back to the history of the united states and what we've been willing to do in terms of attacking civilian targets in wars...
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Apr 3, 2024
04/24
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of israel following the deaths of seven eight workers and that conversation is coming up next with elliott ackerman from new york, this is bloomberg. ♪ all of the work that we're doing, all over the world, and looks at the most effective ways, to get resources to them, to get services to them. the idea that we have saved five million people's lives, it's overwhelming. it's everything. this has been a week that stocks have woken up to higher yields. >> begs the question. but there we are. the two year getting closer again. we saw new highs for 2024. just short of 4.40. we closed the q1 at 420. >> which begs the question, and you frame it well, saying what took so long and is there a trigger point at which yields start to matter and be restrictive? is the market trying to game out what a restrictive rate is. everyone has been surprised again and again by the strength of the economy. this rate hiking cycle has not had any influence whatsoever. this raises this question of is this market trying to game out how true that is? jon: the difference between what's happening in the commodity market
of israel following the deaths of seven eight workers and that conversation is coming up next with elliott ackerman from new york, this is bloomberg. ♪ all of the work that we're doing, all over the world, and looks at the most effective ways, to get resources to them, to get services to them. the idea that we have saved five million people's lives, it's overwhelming. it's everything. this has been a week that stocks have woken up to higher yields. >> begs the question. but there we...