In today’s briefing:
- Updated Tool for TSE “Mgmt Conscious of Capital Cost/Stock Price” And New Presentation/CaseStudies
Updated Tool for TSE “Mgmt Conscious of Capital Cost/Stock Price” And New Presentation/CaseStudies
- In mid-January, the TSE announced a “name-and-shame” list where they listed all the companies which had put forth a disclosure about 【資本コストや株価を意識した経営の実現に向けた対応】. But they did not actually shame.
- The list shows which companies have disclosed a policy/consideration. But no data/links. We have the links. On Feb 1, the TSE put out a presentation and set of case studies.
- Designed to present the “Investor’s Point of View”, they have unexpectedly worthwhile advice/commentary for corporates. The TSE appears to be trying hard to prompt serious consideration rather than box-ticking.