Daily BriefsESG

Daily Brief ESG: Do Managers Who Give Small Amounts of Shareholder Return to Have Other Objectives? and more

In today’s briefing:

  • Do Managers Who Give Small Amounts of Shareholder Return to Have Other Objectives?


Do Managers Who Give Small Amounts of Shareholder Return to Have Other Objectives?

By Aki Matsumoto

  • If large companies that posted conservative outlook for FY3/2026 revise their guidance upwards amid weakening of Japanese Yen, there is an expectation that the decline in ROE will be smaller.
  • More companies are strengthening shareholder returns, but a few companies can maintain high enough ROE to create value by hiring large higher shareholder returns to have impact on ROE. 
  • In order to raise ROE to a level that creates value, it is necessary to make investments and shareholder returns to have much impact on ROE.

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