In today’s briefing:
- Not Sure if Activist Investor’s Agenda Will Be Approved, but JSF’s Value May Be Higher than Expected
- The S&P 500 Has Further Lows Ahead In 2023
Not Sure if Activist Investor’s Agenda Will Be Approved, but JSF’s Value May Be Higher than Expected
- Companies wouldn’t accept shareholder proposals, interpreting that they need’t disclose individual executive compensation if it’s below certain amount and that they can continue holding policy-shares if the policy is defined.
- Even if JSF claims to have enhanced corporate governance practices, it is reasonable for shareholders to demand a review of its management strategy for a company with below average ROE.
- The company, which doesn’t require very large capital expenditures, plays a role in the infrastructure of the capital market, and has an oligopoly on the market, may be worth more.
The S&P 500 Has Further Lows Ahead In 2023
- China is the real pivot that could drive stocks, say investors.
- China’s economic growth could be a real pivot for stocks, they say.
- China’s economy is a key factor in the growth of the country’s economy, according to analysts.
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