In today’s briefing:
- Activist Investors Have Been Consistent, but Environment Around Companies Has Changed Significantly
Activist Investors Have Been Consistent, but Environment Around Companies Has Changed Significantly
- While the shareholding of banks and insurances has dropped significantly, that of foreign shareholders has risen to 30%, making it impossible to ignore the opinions of overseas investors as before.
- Since the introduction of the Corporate Governance Code, the concept of governance and ROE has permeated companies, making it possible for them to understand the background of activist investors’ proposals.
- Besides the close relationship between changes in valuations and changes in foreign shareholding, overseas investors account for 70% of TSE’s transactions, forcing management to increasingly listen to overseas investor’s voices.
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