As a beginner in foreign stocks, the 3 stocks I predict
Favorite ◎: $Intel(INTC.US)$
Opposition○: $ASE Technology(ASX.US)$
Big hole▲: $TechTarget(TTGT.US)$
The basis for prediction is unique knowledge and intuition
come on! What's going to happen
※Mainly owned by ◎ and ○.

Ahead of the general shareholders' meeting season, the level of attention is increasing year by year”Activist (talking shareholder)”. Shareholder proposals have been made to various companies this year as well,Most of the proposals are favorable to individual shareholdersIt has become.Stock prices can be expected to rise if activist proposals are passedOf course,Even if it is rejected, it can also be an opportunity to encourage companies to take measures that are aware of shareholders。
Excluding stable shareholders, who are often close to the corporate side, holds the key to whether shareholder proposals by activists are passedTrends in “floating stocks”that's it. A “shareholder first” proposal from an activistIf many floating stock holders support it, the shareholder proposal will passThat's going to happen.
Therefore, we received shareholder proposals from activists at the general shareholders' meeting in June, and from among the main stocks that the corporate side opposed the proposal,3 stocks with a high ratio of activist holdings and floating sharesI will pick it up.
◆ $Toyo Suisan Kaisha(2875.JP)$：Another activist agreed to the shareholder proposal,The trend of floating stocks close to 90%Is in focus
Japan Global Growth Partners Management in the US (...