In today’s briefing:
- “Danger Past, God Forgotten” How Long Will the Effect of TSE’s Request Last?
“Danger Past, God Forgotten” How Long Will the Effect of TSE’s Request Last?
- The improvement in ROA was not as large as that of ROE, which raises concerns that the improvement in profitability may be running out of steam.
- Improvements in corporate governance in 2024 were even lower than in 2023. The repetitive loss of enthusiasm after danger past is seen in % Independent Directors, Nomination/Compensation Committee, etc.
- The reason why stock valuations little increased despite Foreign Ownership’s 2024 increase might have to do with the fact that improvements in corporate governance have not spread to all companies.
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