In today’s briefing:
- Recent Stock Price Rise May Be Due to Expectation for Greater Shareholder Returns Rather than Growth
Recent Stock Price Rise May Be Due to Expectation for Greater Shareholder Returns Rather than Growth
- P/B was highly correlated with P/E, so it’ll be effective for individual companies to announce/implement measures to increase EPS or profits in order to attract the attention of overseas investors.
- From April 2022 to June 2025, overseas investors have been focusing on companies with significant potential for shareholder returns, as the TOPIX has the highest correlation with BPS.
- The recent rise in stock prices may be due to expectations for increased shareholder returns rather than growth expectations, as EPS and BPS have risen while P/B and P/E haven’t.
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