Japan’s Rail Stocks Soar on Keisei Electric Activist Stake

  • Toyo Keizai says Murakami-linked fund has built stakes
  • News spurs “knee-jerk reaction” in rail operators: Ortus
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Shares in Japanese train operators Keisei Electric Railway Co. and Keikyu Corp. jumped Monday following reports that a fund linked to activist investor Yoshiaki Murakami has built stakes in both companies.

Keisei’s stock closed up 14%, its sharpest rise since 2008, and Keikyu climbed 11%, the most since March 2020. A Murakami-associated fund has taken an almost 5% stake in Keikyu and owns fewer than 1% of Keisei shares, according to a Monday report by Toyo Keizai, citing an unidentified person.