In today’s briefing:
- Not Sure if Activist Investor’s Agenda Will Be Approved, but JSF’s Value May Be Higher than Expected
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.
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