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Elliott Challenges Toyota Industries Buyout During Tender Period

Elliott, a roughly 6.7% holder, says Toyota’s ¥18,800 bid undervalues the forklift maker.

Overview

  • The tender window for Toyota’s take-private offer runs from Jan. 15 to Feb. 12 at a revised price of ¥18,800 per share.
  • Toyota lifted its bid from ¥16,300, yet Toyota Industries shares recently traded above the offer, signaling expectations for a higher price.
  • Elliott has urged shareholders not to tender, criticizing the valuation and calling the process insufficient for minority protections.
  • Nikkei reported, citing an unnamed source, that Elliott is weighing a rival tender offer and further stake-building, a claim not independently confirmed.
  • The Toyota group controls about 48% of Toyota Industries and needs roughly two-thirds support to complete the buyout, while Elliott would need around 33% of eligible shares to block it.