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丰田(TM.US)欲加强集团控制权遇阻:提价15%收购子公司仍遭拒,激进股东Elliott怒批低估丰田自动织机
智通财经网· 2026-01-15 11:10
Group 1 - Toyota Motor Corporation has reportedly increased its acquisition offer for Toyota Industries by 15%, but activist shareholder Elliott remains dissatisfied, claiming the offer significantly undervalues the forklift manufacturer [1] - Elliott Investment Management disclosed its stake in Toyota Industries last November and increased its holding to 5% last month, stating it will not sell its shares at the new offer price and will encourage other shareholders to do the same [1] - The revised acquisition offer is set at 18,800 yen per share, valuing Toyota Industries at approximately 5.6 trillion yen (about 35 billion USD) [1] Group 2 - Elliott asserts that Toyota Industries possesses high-quality, market-leading operations and valuable financial assets, estimating the total value of these assets to exceed 25,000 yen per share [1] - Prior to Elliott's statement, Toyota Industries' stock closed at 19,150 yen, up 6.2% on the day, exceeding the new acquisition offer price by 1.9%, with the stock reaching a record high of 19,255 yen [1] - The initial acquisition offer was 16,300 yen per share, aimed at strengthening the Toyota family's control over the Toyota Group, but faced criticism from global investors due to valuation transparency issues [2] Group 3 - Since the announcement of the acquisition plan, the overall stock price of the Toyota Group has risen, increasing the value of shares held by Toyota Industries in other Toyota Group companies [2] - Toyota's CFO Kenta Kon indicated that the higher acquisition price reflects changes in the economic environment and Toyota Industries' business since June [2] - Some analysts have questioned the logic behind the latest acquisition offer, suggesting that if the price of 18,800 yen reflects higher market prices and lower taxes, it implies a reduced valuation of Toyota Industries' core business [2]
当大众公布2025年全球销量,丰田六年蝉联全球销冠稳了
Xin Lang Cai Jing· 2026-01-15 08:20
Group 1 - Toyota has secured its position as the global automotive sales champion for the sixth consecutive year, with sales exceeding 10.32 million units in the first 11 months of 2025, while Volkswagen's sales were 8.98 million units, a decline of 0.5% year-on-year [1] - In North America, Toyota achieved its fourth-highest sales record, reaching 2.51 million units in 2025, a year-on-year increase of 8.0%. The luxury brand Lexus also saw a record sales of 345,000 units, up 7.1% [1] - In China, Toyota's localization strategy has entered a new phase, integrating R&D resources from its joint ventures and empowering local engineers with full decision-making authority to better meet consumer demands [1] Group 2 - Supported by hybrid technology, Toyota's sales in China experienced growth for the first time in four years, with both joint ventures, FAW Toyota and GAC Toyota, reporting positive sales growth [2] - In Australia, despite fierce competition from Chinese automakers, Toyota maintained its leadership with sales of 239,000 units, capturing 19.8% of the market share for the 23rd consecutive year [2] - Toyota's President, Akio Toyoda, emphasized that 2026 will be a year of consolidation for sustainable growth, focusing on enhancing profitability to support future endeavors [2] Group 3 - The core philosophy of providing high-quality products at competitive prices is seen as the driving force behind Toyota's continuous growth and resilience in the automotive industry [3] - Both President Akio Toyoda and Chairman Akio Toyoda agree that this philosophy is fundamental to Toyota's establishment and will be crucial for its stability in challenging times [3]
Toyota Industries jumps to a record high after Toyota Motor's sweetened buyout offer to over $35B (TM:NYSE)
Seeking Alpha· 2026-01-15 06:20
Toyota Industries (TYIDY) (TYIDF) share price surged on the Japanese stock exchange to a record high after Toyota Motors (TM) announced a sweetened buyout offer by over 15% to over $35B. Toyota Motor raised the buyout offer for the ...
汽车早餐 | 丰田全球销量六连冠;朱晓彤获逾2亿美元股票激励;沃尔沃电池公司暂停运营
Zhong Guo Qi Che Bao Wang· 2026-01-15 01:31
Domestic News - The General Administration of Customs predicts that lithium battery exports will grow by 26.2% by 2025, with total exports reaching 26.99 trillion yuan, a year-on-year increase of 6.1% [2] - In early January, the price of lithium iron phosphate increased by 11.3% compared to late December 2025, as reported by the National Bureau of Statistics [3] - From January to November 2025, the cumulative sales of passenger cars equipped with urban NOA functions reached 3.129 million units, accounting for 15.1% of the total passenger car insurance volume [4] - The comprehensive inventory coefficient of automobile dealers in December 2025 was 1.31, a month-on-month decrease of 16.6% but a year-on-year increase of 14.9%, indicating inventory levels below the warning line but above the reasonable range [5] International News - Volvo's battery startup, NOVO Energy, has suspended operations and is seeking partners, with plans for layoffs affecting all positions, notifying unions and the Swedish labor market authority of 75 job cuts [6] - Toyota has maintained its position as the world's top-selling automaker for the sixth consecutive year, selling 10.32 million vehicles globally from January to November 2025, compared to Volkswagen's 8.98 million [8] - Tesla has extended the contract of senior vice president Zhu Xiaotong for another five years until January 2031 and granted him approximately 520,000 restricted stock units valued at about $233 million [9] - Honda announced a new "H" logo for its automotive business, set to be applied to the next generation of electric and hybrid vehicles, with the first models featuring the new logo expected to launch in 2027 and beyond [10] Corporate News - Xiaomi's chairman Lei Jun reported on the progress of the YU7 winter high-speed long-distance test, focusing on smart driving and battery life [11] - Dongfeng Fengshen plans to launch eight new and upgraded models over the next three years, with 2025 sales exceeding 138,000 units, a year-on-year increase of 37%, and an expansion of its terminal network to 367 stores by the end of 2025 [11] - BAIC Jihe has officially partnered with Kunlun Network Electric for charging network services, launching 15 charging stations and over 400 charging piles in Beijing [12] - ZEEKR's legal department issued a statement addressing false information circulating online about its community activities, emphasizing the negative impact on the brand and the need for compliance with internet information management laws [13] - Weichai Power has completed laboratory research on industry-leading sulfide all-solid-state batteries and is advancing towards industrialization, with strong demand for power generation products for data centers and plans to increase SOFC production capacity [14]
Toyota Industries shares jump after Toyota Motor raises buyout offer to over $35 billion
CNBC· 2026-01-15 01:21
Core Viewpoint - Toyota Industries Corp. shares surged following Toyota Motor's increased tender offer to acquire the company for over $35 billion, reflecting a strategic move to take the company private [1][2]. Group 1: Share Price Movement - Shares of Toyota Industries rose by 5.8% after Toyota Motor announced the buyout offer price was raised to 18,800 yen ($118.11) per share from 16,300 yen [2]. - The increase in share price indicates positive market sentiment regarding the acquisition [2]. Group 2: Acquisition Details - Toyota Motor's revised buyout offer represents a 15% increase from the previous offer, totaling over 4.7 trillion yen for the acquisition [2]. - The deal includes a contribution of 1 billion yen from chair Akio Toyoda and an investment of approximately 700 billion yen in non-voting preferred shares by Toyota Motor [2]. Group 3: Valuation Concerns - Despite the revised offer being an all-time high, analysts suggest it may still be undervalued, as it falls below the midpoint of the valuation range provided by an independent adviser [3]. - Concerns were previously raised by Toyota Industries regarding the likelihood of the deal's success, prompting requests for a higher price [3]. Group 4: Company Overview - Toyota Industries, the founding company of Toyota Motor, manufactures a diverse range of products, including forklifts, engines, electronic components, and stamping dies [4].
VT Superchargers Expands Performance Range with New Bolt-On Kits for Toyota RAV4 and RAV4 Hybrid Models
Globenewswire· 2026-01-14 17:29
Core Insights - VT Superchargers USA has launched two supercharger systems for the 2018–2024 Toyota RAV4 (2.5L Petrol) and the Toyota RAV4 Hybrid, marking a significant expansion into the utility vehicle market [1][2] Product Development - The new supercharger systems are designed to address the performance limitations of the standard RAV4, which has been noted for its "performance gap" in high-demand situations [3] - The bolt-on system is expected to provide a 30–50% increase in horsepower and torque, significantly improving acceleration and towing capabilities [4][9] Engineering and Performance - The supercharger kits utilize proprietary mapping to safely add boost to high-compression engines, enhancing acceleration while maintaining reliability [8] - For the RAV4 Hybrid, the kit is specifically tuned to complement the Atkinson cycle engine, addressing the initial torque deficiency and providing a seamless power delivery [8] Performance Metrics - The factory specifications for the RAV4 2.5L and Hybrid models are approximately 203 hp and 219 hp, respectively. With the supercharger kit, power output can increase to 265–310+ hp, and torque can rise from 184 lb-ft to 240–280 lb-ft [9] DIY Installation - The supercharger kits are designed for easy installation, typically taking 8–10 hours, and are fully reversible, allowing RAV4 owners to upgrade their vehicles without permanent modifications [10][12] Market Position and Growth - VT Superchargers has reported a 130% year-over-year sales growth in 2025, driven by increasing demand for bolt-on, OEM-quality supercharger systems [13]
丰田同意将对丰田工业的收购报价提高15%
Jin Rong Jie· 2026-01-14 10:40
丰田汽车1月14日公告称,将对丰田工业公司未持有的股份报价提高至每股18,800日元。去年6月首次报 价为每股16,300日元。声明称,要约收购将于15日启动,持续至2月12日。此次收购报价上调15%,使 收购目标估值升至6.1万亿日元。 ...
迫于埃利奥特资本压力,丰田集团将收购报价上调15%
Xin Lang Cai Jing· 2026-01-14 10:35
Core Viewpoint - Toyota Group has raised its acquisition offer for its core subsidiary, Toyota Industries, by 15%, increasing the valuation to 6.1 trillion yen (approximately 39 billion USD) in response to demands from activist shareholders Elliott Management, who criticized the initial offer as a "lowball bid" [1][6]. Group 1: Acquisition Details - The revised offer for Toyota Industries shares has been increased from 16,300 yen to 18,800 yen per share, with the tender offer set to commence on Thursday and run until February 12 [1][6]. - The new offer is 4.3% higher than the latest closing price of Toyota Industries, marking a significant victory for shareholder activism in Japan [1][6]. Group 2: Shareholder Activism - Elliott Management, led by billionaire Paul Singer, has been a vocal critic of the initial acquisition proposal, arguing that it significantly undervalues Toyota Industries, which holds stakes in other companies worth billions [2][7]. - Since the announcement of the acquisition plan in June 2025, Toyota Group has faced mounting pressure to increase the offer, with various investors labeling the original proposal as an "unfair transaction" that disregards the interests of minority shareholders [2][7]. Group 3: Market Reactions - Since late August 2025, the stock price of Toyota Industries has consistently exceeded the acquisition offer, indicating that investors anticipated a price increase and reducing the willingness of minority shareholders to sell their shares at the lower offer [3][8]. - Over twenty investors, including several Japanese institutions, have jointly expressed concerns about the lack of transparency in the acquisition process, which they believe harms the interests of minority shareholders [3][8]. Group 4: Historical Context - Toyota Industries is the foundation of the Toyota Group, having been established by Kiichiro Toyoda, the son of the company's founder, Sakichi Toyoda, and is integral to the success of Toyota Motor Corporation, the largest automotive manufacturer globally [9]. - Akio Toyoda served as CEO of Toyota Motor Corporation for 14 years before transitioning to the role of chairman in 2023 [4][9].
Toyota Group Raises Buyout Offer 15% After Elliott Pressure
Yahoo Finance· 2026-01-14 10:04
Group 1 - Toyota group raised its buyout offer for Toyota Industries Corp. by 15%, increasing the acquisition target's value to ¥6.1 trillion ($39 billion) [1] - The new bid is ¥18,800 per share, up from the initial offer of ¥16,300 per share made in June last year [2] - The tender offer will commence on Thursday and run through February 12 [2] Group 2 - The raised offer is 4.3% higher than the stock's latest close, marking a significant victory for shareholder activism in Japan [3] - The original offer was criticized as a lowball proposal, prompting pressure from investors like Elliott Investment Management [4] - The takeover bid was initially scheduled for December but was postponed due to delays in the approval process by antitrust regulators [7] Group 3 - The proposal aims to take Toyota Industries private through a special-purpose company primarily controlled by Toyota Fudosan Co., an unlisted real estate firm chaired by Akio Toyoda [5] - Discussions to raise the offer had been ongoing since December, reflecting scrutiny from investors regarding the treatment of minority shareholders [6]
Toyota Motor group company raises offer for Toyota Industries by 15%
Reuters· 2026-01-14 08:13
Core Viewpoint - Denso, a group company of Toyota Motor, plans to increase its tender offer price for Toyota Industries to 18,800 yen ($118.11) per share as part of its strategy to take the forklift manufacturer private [1] Group Company Actions - Denso will raise its tender offer price to 18,800 yen per share [1] - The move is aimed at taking Toyota Industries private [1]