In today’s briefing:
- One of the Clues to Know How Serious a Company Is About Shifting to Management that Creates Value

One of the Clues to Know How Serious a Company Is About Shifting to Management that Creates Value
- The driver of higher stock valuations is overseas investors, and engagement by overseas investors is likely to have a positive effect on return on capital and stock valuations.
- In many aspects, companies seem to be unwilling to face shareholders. If they don’t confront shareholders and proceed with management reforms, they will not be able to implement serious initiatives.
- It can be hypothesized that the behavior of prioritizing control over the AGM over engaging with shareholders provides a clue as to the seriousness of a company’s efforts.