Daily BriefsESG

Daily Brief ESG: One of the Clues to Know How Serious a Company Is About Shifting to Management that Creates Value and more

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

By Aki Matsumoto

  • 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.

💡 Before it’s here, it’s on Smartkarma

Sign Up for Free

The Smartkarma Preview Pass is your entry to the Independent Investment Research Network

  • ✓ Unlimited Research Summaries
  • ✓ Personalised Alerts
  • ✓ Custom Watchlists
  • ✓ Company Data and News
  • ✓ Events & Webinars