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InsightBLOGApril 20, 20261 min read
Art Vivant (TYO 7523): Cheap Adjusted Net-Net at 11x PE Trading Below Failed ¥1,670 MBO Price as Activist Builds 40.13% Stake
By altaycap
Primary Source Material
Published via substack_altaycap
Trades below the failed MBO price, backed by assets, and now sitting at the center of a quiet control battle. Float is tiny with top 3 shareholders owning 83% of shares.
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