In today’s briefing:
- A Company Invested by an Activist Should Understand that It’s Not Fully Exploiting Its Potential
A Company Invested by an Activist Should Understand that It’s Not Fully Exploiting Its Potential
- Since the median P/B of companies listed on TSE is 1.0, Japanese companies will continue to attract the keen attention of activist investors around the world.
- Many Japanese managers can rest on their laurels with share prices that don’t command premium because of silent shareholders like cross-holding and BoJ that little care about share price performance.
- There are many companies that publish management strategies that only give a sense of doing, and the stock price does not fall but keeps not significantly outperforming.
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