Matching slides 118,471
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The slide uses a waterfall-style distribution chart to highlight TICO as an extreme outlier.Toyota Industries Corporation (6201) · Elliott Investment Management
Activist deck Activist investor Beat · Agitation1 hit
14
The slide uses a stacked bar chart combined with a process flow to demonstrate the lack of customer diversification.Toyota Industries Corporation (6201) · Elliott Investment Management
Activist deck Activist investor Beat · Agitation1 hit
15
The slide uses a peer benchmark to illustrate TICO's extreme customer concentration (100%) compared to competitors (38-75%).Toyota Industries Corporation (6201) · Elliott Investment Management
Activist deck Activist investor Beat · Agitation1 hit
16
Uses news clippings and a bulleted list to connect specific cheating behaviors to broader organizational governance weaknesses.Toyota Industries Corporation (6201) · Elliott Investment Management
Activist deck Activist investor Beat · Agitation1 hit
19
The slide uses a two-column layout to contrast investor sentiment with sell-side analyst sentiment, both of which are negative.Toyota Industries Corporation (6201) · Elliott Investment Management
Activist deck Activist investor Beat · Agitation1 hit
21
Uses a before-after comparison to highlight the impact of reclassifying Toyota Group entities on the required minimum acceptance threshold.Toyota Industries Corporation (6201) · Elliott Investment Management
Activist deck Activist investor 1 hit
22
Uses a table for the timeline and a bar chart for the valuation increase.Toyota Industries Corporation (6201) · Elliott Investment Management
Activist deck Activist investor 1 hit
27
The chart highlights that the current TOB offer represents a 0.88x PBR, which the activist argues is an undervaluation.Toyota Industries Corporation (6201) · Elliott Investment Management
Activist deck Activist investor 1 hit
32
The slide uses a clear call-to-action structure to direct shareholder behavior.Toyota Industries Corporation (6201) · Elliott Investment Management
Activist deck Activist investor Beat · Solution1 hit
38
Uses quotes from 'Former Automotive OES Executive' to support the thesis of unfavorable pricing power.Toyota Industries Corporation (6201) · Elliott Investment Management
Activist deck Activist investor Beat · Solution1 hit
42
Includes a specific callout for a +15 bps margin impact.Toyota Industries Corporation (6201) · Elliott Investment Management
Activist deck Activist investor Beat · Solution1 hit
44
Includes a timeline-style diagram showing the transition from 'Today' to 'Ambition'.Toyota Industries Corporation (6201) · Elliott Investment Management
Activist deck Activist investor Beat · Solution1 hit
46
Uses numbered callouts (1, 2, 3) to link specific bridge chart components to explanatory text blocks.Toyota Industries Corporation (6201) · Elliott Investment Management
Activist deck Activist investor 1 hit
48
The slide uses a waterfall-bridge style visualization to demonstrate the accounting adjustment.Toyota Industries Corporation (6201) · Elliott Investment Management
Activist deck Activist investor 1 hit
49
The slide demonstrates how tax-efficient unwinding of cross-shareholdings increases the net value realized by TICO.Toyota Industries Corporation (6201) · Elliott Investment Management
Activist deck Activist investor 1 hit
52
Standard corporate branding slide.Toyota Industries Corporation (6201) · Elliott Investment Management
Activist deck Activist investor 1 hit
01
Slide 1
Includes a disclaimer regarding the data cutoff date of January 16, 2026.Toyota Industries Corporation (6201.T) · Elliott Management
Activist deck Activist investor Beat · Situation & Context1 hit
02
This is a clear call-to-action slide from an activist investor campaign.Toyota Industries Corporation (6201.T) · Elliott Management
Activist deck Activist investor Beat · Situation & Context1 hit
03
This slide serves as a corporate profile/credentials page for the activist investor.Toyota Industries Corporation (6201.T) · Elliott Management
Activist deck Activist investor Beat · Situation & Context1 hit
05
The slide uses a waterfall-style bridge to show the undervaluation of the TOB price compared to NAV.Toyota Industries Corporation (6201.T) · Elliott Management
Activist deck Activist investor Beat · Problem & Complication1 hit
08
The slide uses a structured layout to categorize business units and their respective EBIT contributions, highlighting the core forklift business and the large equity portfolio.Toyota Industries Corporation (6201.T) · Elliott Management
Activist deck Activist investor Beat · Problem & Complication1 hit
09
Includes a stacked bar chart showing market share from CY19-CY24 and key growth metrics for specific industries.Toyota Industries Corporation (6201.T) · Elliott Management
Activist deck Activist investor Beat · Problem & Complication1 hit
10
The slide uses a custom 2x2 matrix to segment the forklift market, positioning Toyota as the clear leader.Toyota Industries Corporation (6201.T) · Elliott Management
Activist deck Activist investor Beat · Problem & Complication1 hit
11
The slide uses a stacked bar chart to show market share trends from CY18 to CY24, alongside key strategic takeaways and a customer logo grid.Toyota Industries Corporation (6201.T) · Elliott Management
Activist deck Activist investor Beat · Problem & Complication1 hit
12
The slide uses a combination of a chart showing TICO's outlier status and three quotes from asset managers to build a case for governance failure.Toyota Industries Corporation (6201.T) · Elliott Management
Activist deck Activist investor Beat · Problem & Complication1 hit
14
Shows 100% dependency on Toyota for major product lines.Toyota Industries Corporation (6201.T) · Elliott Management
Activist deck Activist investor Beat · Problem & Complication1 hit
15
Includes a testimonial/quote from a former automotive supplier executive.Toyota Industries Corporation (6201.T) · Elliott Management
Activist deck Activist investor Beat · Problem & Complication1 hit
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The slide uses screenshots of news articles to establish credibility and frame the scandal as a governance failure.Toyota Industries Corporation (6201.T) · Elliott Management
Activist deck Activist investor Beat · Problem & Complication1 hit
21
Uses a waterfall-style comparison to show how the 'minority' calculation is manipulated to lower the threshold.Toyota Industries Corporation (6201.T) · Elliott Management
Activist deck Activist investor Beat · Evidence & Proof1 hit
22
The slide highlights a contradiction between the board's previous stance on price inadequacy and their final recommendation.Toyota Industries Corporation (6201.T) · Elliott Management
Activist deck Activist investor Beat · Evidence & Proof1 hit