In today’s briefing:
- To Raise ROE, Breaking Away from Familiar Relationships and Creating Tension in Management Is Key
To Raise ROE, Breaking Away from Familiar Relationships and Creating Tension in Management Is Key
- If the ISS ROE criteria, which seems somewhat slow, were to be resumed, many companies would still be below 5%. However, how many companies are feeling threatened?
- About 40% of the companies have large shareholders holding more than 20% of their shares, which is one reason why many companies do not feel a sense of threat.
- Domestic institutional investors should apply the Proxy Voting Guidelines more strictly to companies that do not make maximum efforts to increase their ROE.