In today’s briefing:
- Determine Whether Shareholder Return Is a Temporary Measure or a Shift to Value-Creating Management
Determine Whether Shareholder Return Is a Temporary Measure or a Shift to Value-Creating Management
- The dissolution of cross-shareholdings and changing environment in which foreign ownership has risen to 30% have changed the view of activist investors. TSE is one such example of big change.
- It’s convenient that activist investors can use “TSE requested” language that is both easily understood and undeniable by the company when communicating with the portfolio company to improve its issues.
- We must determine whether this is a temporary return to shareholders until the activist investors are removed from the shareholder list, or a shift to value-creating management.
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