In today’s briefing:
- A Change in Manager’s Mindset that Has Begun Will Lower the Investment Risk for Activist Investors
A Change in Manager’s Mindset that Has Begun Will Lower the Investment Risk for Activist Investors
- In the past, value traps were macro environment that couldn’t generate profits in deflationary economy, and micro problem of managers who didn’t listen to constructive management improvement proposals from investors.
- The introduction of Stewardship Code and Corporate Governance Code, and TSE’s request for change in awareness of companies, has reduced the risk of activist investors’ investment strategies flailing around in vain.
- Management awareness has just begun to change, and few companies generate intrinsic value, as evidenced by the fact that ROE hasn’t begun to improve. Activist investors will continue taking interest.
💡 Before it’s here, it’s on Smartkarma
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