slides · global inventory
Consultants Gambit
Arc collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 39,432
Current window 26,791-26,820
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26,791-26,820 of 39,432
23
The chart uses a waterfall-bridge structure to reconcile business value, financial assets, and tax adjustments to arrive at an implied NAV per share.Toyota Industries Corporation (6201.T) · Elliott Management
Activist deck Activist investor Beat · Evidence & Proof1 hit
24
The chart tracks NAV per share from June 2025 to January 2026, showing a cumulative increase of 5,438 JPY.Toyota Industries Corporation (6201.T) · Elliott Management
Activist deck Activist investor Beat · Evidence & Proof1 hit
25
The slide uses a comparison table structure to contrast two companies across revenue composition, growth, market share, margins, R&D, and geographic coverage.Toyota Industries Corporation (6201.T) · Elliott Management
Activist deck Activist investor Beat · Evidence & Proof1 hit
26
The chart bridges business value and financial asset value to arrive at a total NAV of 7.9 trillion yen, compared to the 5.6 trillion yen TOB price.Toyota Industries Corporation (6201.T) · Elliott Management
Activist deck Activist investor Beat · Evidence & Proof1 hit
27
The chart bridges book value from FY3/25 Q4 to the current date, adjusting for earnings and FX impacts.Toyota Industries Corporation (6201.T) · Elliott Management
Activist deck Activist investor Beat · Evidence & Proof1 hit
28
The slide uses two waterfall charts to demonstrate the discrepancy between tax deductions and reported liabilities.Toyota Industries Corporation (6201.T) · Elliott Management
Activist deck Activist investor Beat · Evidence & Proof1 hit
29
The slide uses a waterfall bridge to visualize the discount and includes analyst quotes to support the undervaluation thesis.Toyota Industries Corporation (6201.T) · Elliott Management
Activist deck Activist investor Beat · Evidence & Proof1 hit
30
The slide details a complex corporate restructuring involving Toyota group companies.Toyota Industries Corporation (6201.T) · Elliott Management
Activist deck Activist investor Beat · Evidence & Proof1 hit
31
The slide uses a decision-tree style comparison to argue against a tender offer (TOB).Toyota Industries Corporation (6201.T) · Elliott Management
Activist deck Activist investor Beat · Impact & Next Steps1 hit
32
The slide uses a clear call-to-action banner and a numbered list to present strategic alternatives.Toyota Industries Corporation (6201.T) · Elliott Management
Activist deck Activist investor Beat · Impact & Next Steps1 hit
33
The Japanese text translates to 'Standalone plan to provide higher value'.Toyota Industries Corporation (6201.T) · Elliott Management
Activist deck Activist investor Beat · Impact & Next Steps1 hit
34
The slide uses a 'before-after' framework to justify a standalone strategy, contrasting current governance/capital allocation issues with future targets.Toyota Industries Corporation (6201.T) · Elliott Management
Activist deck Activist investor Beat · Impact & Next Steps1 hit
35
ウォーターフォールチャートを用いた財務インパクトの可視化。Toyota Industries Corporation (6201.T) · Elliott Management
Activist deck Activist investor Beat · Impact & Next Steps1 hit
36
The chart shows the components of value creation: cross-shareholding divestment, operating cash flow, industrial vehicle business growth, and automotive business governance/ROI improvements.Toyota Industries Corporation (6201.T) · Elliott Management
Activist deck Activist investor Beat · Impact & Next Steps1 hit
37
The slide advocates for mutual cancellation as the preferred strategy due to lower tax burden compared to market sale.Toyota Industries Corporation (6201.T) · Elliott Management
Activist deck Activist investor Beat · Impact & Next Steps1 hit
38
Includes two quotes from 'former automotive parts supplier executives' to support the critique.Toyota Industries Corporation (6201.T) · Elliott Management
Activist deck Activist investor Beat · Impact & Next Steps1 hit
39
The slide uses a 'precedent' structure to justify a strategic shift for Toyota Industries Corporation (TICO).Toyota Industries Corporation (6201.T) · Elliott Management
Activist deck Activist investor Beat · Impact & Next Steps1 hit
40
Two waterfall charts showing bridge from 2025 to 2029 for Sales and EBIT.Toyota Industries Corporation (6201.T) · Elliott Management
Activist deck Activist investor Beat · Impact & Next Steps1 hit
41
The slide uses a map-based visual to illustrate geographic fragmentation of brands (Toyota, Cesab, Raymond, BT, Tailift) and proposes specific integration levers.Toyota Industries Corporation (6201.T) · Elliott Management
Activist deck Activist investor Beat · Impact & Next Steps1 hit
42
Includes a stacked bar chart showing market share erosion from 16% to 9% for Toyota vs 36% to 53% for low-cost OEMs.Toyota Industries Corporation (6201.T) · Elliott Management
Activist deck Activist investor Beat · Impact & Next Steps1 hit
43
The slide highlights a specific margin improvement target of +0.45%.Toyota Industries Corporation (6201.T) · Elliott Management
Activist deck Activist investor Beat · Impact & Next Steps1 hit
44
Includes a timeline-style diagram showing the transition from hardware-focused to software-integrated business models.Toyota Industries Corporation (6201.T) · Elliott Management
Activist deck Activist investor Beat · Impact & Next Steps1 hit
45
The slide uses a diagnostic table format to contrast current failures with proposed strategic improvements.Toyota Industries Corporation (6201.T) · Elliott Management
Activist deck Activist investor Beat · Impact & Next Steps1 hit
46
Includes two waterfall charts comparing FY25/3 results to FY26/3 guidance, and a third waterfall chart from FY24/3 as a precedent for similar accounting practices.Toyota Industries Corporation (6201.T) · Elliott Management
Activist deck Activist investor Beat · Impact & Next Steps1 hit
47
Toyota Industries Corporation (6201.T)Toyota Industries Corporation (6201.T) · Elliott Management
Activist deck Activist investor Beat · Impact & Next Steps1 hit
48
Uses a waterfall-bridge framework to illustrate the adjustment of financial assets and liabilities.Toyota Industries Corporation (6201.T) · Elliott Management
Activist deck Activist investor Beat · Impact & Next Steps1 hit
49
Includes a detailed tax calculation table for specific holdings (Toyota, Toyota Tsusho, Denso, Aisin) and a quote from Travis Lundy regarding potential undervaluation.Toyota Industries Corporation (6201.T) · Elliott Management
Activist deck Activist investor Beat · Impact & Next Steps1 hit
50
This slide serves as a reference for the specific definitions of corporate entities and regulatory documents relevant to the activist campaign.Toyota Industries Corporation (6201.T) · Elliott Management
Activist deck Activist investor Beat · Impact & Next Steps1 hit
51
Toyota Industries Corporation (6201.T)Toyota Industries Corporation (6201.T) · Elliott Management
Activist deck Activist investor Beat · Impact & Next Steps1 hit
52
Standard corporate branding slide.Toyota Industries Corporation (6201.T) · Elliott Management
Activist deck Activist investor Beat · Impact & Next Steps1 hit