In today’s briefing:
- A Country Without Shareholder Rights (주주 권리가 없는 나라) – A Book Review
- Few Companies Have Started to Move Yet, but Can They Raise R & D Investment to Regain Pricing Power?
A Country Without Shareholder Rights (주주 권리가 없는 나라) – A Book Review
- This insight is a book review of 주주 권리가 없는 나라 (A Country Without Shareholder Rights), which is one of the best books on the corporate governance in Korea.
- There are so much wisdom that are included in this book. The author really goes into details about numerous corporate governance problems in Korea and ways to fix them.
- This book was published in January 2024 and it was written by a famous Korean retail investor called Park Young-Ok.
Few Companies Have Started to Move Yet, but Can They Raise R & D Investment to Regain Pricing Power?
- Asset Turnover and ROA deteriorated as a result of accumulating cash on hand rather than investing. There was also insufficient R&D to create products that could have stronger pricing power.
- Conditions are ripe for investment expansion, as demand for equipment replacement is rising due to long-standing CapEx restraints, and there is no need to accumulate more cash.
- Companies are now in the stage of raising return on capital to increase reinvested cash flow from the stage of temporarily increasing earnings through price pass-through.
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