In today’s briefing:
- Learning Through Engagement Takes a Certain Period of Time to Show Results
Learning Through Engagement Takes a Certain Period of Time to Show Results
- 8 years after the introduction of Corporate Governance Code and “Ito Report,” which showed the relationship between P/B and ROE as the cornerstone of management, few companies improved their management.
- Companies with sustained share price growth were executing excellent growth policies and IR disclosures that were likely learned from their engagement with overseas investors.
- It takes a certain period of time for a company to learn through engagement, for the results to show up in improved management, and for other investors to notice it.
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