Contractor of rising stock prices? The 60 brands owned by 10 activist organizations have been revealed at once!
The fact that the Tokyo Stock Exchange requested management that is conscious of capital costs and stock prices from listed companies is attracting attention, but those that focus on specific companies and make similar “shareholder proposals” are funds called “activist (talking shareholders).” There are also an increasing number of cases where stock prices rise due to activist activities, and individual investors cannot ignore it.
$IR Japan Holdings(6035.JP$According to financial results briefing materials, there are 70 activist funds that have entered Japan as of 2023/9, which has increased 7 times in 8 years from 10 to '15. The number of shareholder proposals made by activists also increased dramatically from 2 in '15 to 58 in '22 and 69 in '23.
The purpose of an activist is generally to make a profit by raising the stock prices of the stocks they hold. Therefore, there are many proposals made by activists aimed at improving corporate value, and it can be said that interests basically match individual investors. The main suggestions are:
・Expansion of shareholder returns: dividend increases using abundant cash on hand, stock buybacks, etc.
・Improvement of capital efficiency: Appropriate treatment of inefficient assets and businesses such as policy holdings, idle real estate, unprofitable divisions, etc., starting with sales
・Review of the management system: inadequate governance functions, renewal of management teams that are unable to produce results, etc.
There is such a thing.
Currently, the 10 representative activists and their main holdings are as follows.
$DOWA Holdings(5714.JP$ $NIKKON Holdings(9072.JP$ $Dentsu Group(4324.JP$ $Alfresa Holdings(2784.JP$ $Daicel(4202.JP$ $Iida Group Holdings(3291.JP$ $Exeo Group(1951.JP$ $Sawai Group Holdings(4887.JP$ $Taisei(1801.JP$ $Comsys Holdings(1721.JP$ $Yamaha Motor(7272.JP$ $Hogy Medical(3593.JP$ $Eiken Chemical(4549.JP$ $ASKA Pharmaceutical Holdings(4886.JP$ $Nippon Fine Chemical(4362.JP$ $Bunka Shutter(5930.JP$ $Rinnai(5947.JP$ $Stella Chemifa(4109.JP$ $Aizawa Securities Group(8708.JP$ $Ishihara Chemical(4462.JP$ $TSI Holdings(3608.JP$ $Wacom(6727.JP$ $NC Holdings(6236.JP$ $Topcon(7732.JP$ $Trend Micro(4704.JP$ $JSR(4185.JP$ $ACSL(6232.JP$ $Lifenet Insurance(7157.JP$ $伊藤忠テクノソリューションズ(4739.JP$ $Sagami Rubber Industries(5194.JP$ $Kumagai Gumi(1861.JP$ $Kusuri No Aoki Holdings(3549.JP$ $Tokyotokeiba(9672.JP$ $Sapporo Holdings(2501.JP$ $Tohokushinsha Film(2329.JP$ $FUJI Soft(9749.JP$ $Komatsu Matere(3580.JP$ $Infomart(2492.JP$ $OYO(9755.JP$ $Nagawa(9663.JP$ $Sumitomo Mitsui Construction(1821.JP$ $Kawasaki Kisen Kaisha(9107.JP$
ー MooMoo News Mark
Source: Financial Services Agency “EDINET”, IR Japan Holdings website
Source: Financial Services Agency “EDINET”, IR Japan Holdings website
Disclaimer: Moomoo Technologies Inc. is providing this content for information and educational use only.
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182364700 : Can I buy Japanese stocks?
フェレット : When can I start trading Japanese stocks?![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
As it is, US stocks will not be transferred from Japanese securities companies.
びふう : Does that mean there is a possibility that it will become TOB in the future??