-

Nanahoshi Management Discloses Its Campaign Website “Optimize Yaizu (2812 JP Equity)”

Our first activist campaign website is now available

TOKYO--(BUSINESS WIRE)--Nanahoshi Management, one of the activist investors in Japan and a shareholder of YAIZU SUISANKAGAKU INDUSTRY CO., LTD.(2812 JP Equity), today announced a disclosure of its campaign website “Optimize Yaizu”.

https://www.optimizeyaizu.com/english

Nanahoshi Management explains the issues and upside potential through its proposed solutions on the website. It believes the website facilitates the discussion on increasing Yaizu’s shareholders’ value.

Topics covered:

  • Exceptional low valuation of YSK in a nutshell
  • Consideration of why YSK's value is significantly undervalued
  • % votes in favour of the appointment of President Yamada and outcomes of institutional investors
  • Inefficient capital structure (equity-to-assets ratio of 88%) and capital allocation policy
  • Insufficient disclosure of the fraudulent labelling resulted in over 600 million yen in damages
  • Inadequate climate change risk analysis and other disclosures and large separate reserves
  • The necessity of the strategic review of the business portfolio (i.e. Marine Products segment (opm. 1-3%))
  • Withdrawal of Prime Market listing policy and maintaining of takeover defence measures
  • Inconsistency between target operating profit and target ROE in the medium-term management plan
  • Reconsideration of the purpose of a company and whether to be listed

About Nanahoshi Management Ltd.

Nanahoshi Management Ltd. is owned by Satoru Matsuhashi, CFA, CESGA. The company focuses on ESG (environment, social, societal and governance) issues and encourages management to maximise their shareholders’ value through activist activities. For more information on About Nanahoshi Management Ltd., please visit https://nanahoshimgmt.com.

Contacts

Media Contacts:
Nanahoshi Management Ltd.
media@nanahoshimgmt.com

Nanahoshi Management Ltd.


Release Summary
Nanahoshi Management, one of the activist investors in Japan, today announced a disclosure of its campaign website “Optimize Yaizu (2812 JP Equity)”
Release Versions

Contacts

Media Contacts:
Nanahoshi Management Ltd.
media@nanahoshimgmt.com

Social Media Profiles
More News From Nanahoshi Management Ltd.

Nanahoshi Management Ltd.: Strengthen Wakamoto Activist Campaign (TOKYO:4512) Is Released

TOKYO--(BUSINESS WIRE)--Nanahoshi Management Ltd., a dedicated Japanese shareholder activist, today has launched a campaign website entitled "Strengthen Wakamoto: Wakamoto Pharmaceutical (TOKYO:4512) to increase shareholders' value" as a shareholder. https://www.strengthenwakamoto.com/english The website serves to shed light on Wakamoto's current challenges, proposed strategies to bolster shareholders’ value, and the status of ongoing dialogue. We anticipate that this resource will foster const...

Nanahoshi Management issued the "Japan Shareholder Proposals Report 2023"

TOKYO & LONDON--(BUSINESS WIRE)--Nanahoshi Management issued the "Japan Shareholder Proposals Report 2023" with 385 resolutions proposed by shareholders at the 90 AGMs in June 2023...

Nanahoshi Management Unveils the Shareholder Activism Outsourcing Service

TOKYO & LONDON--(BUSINESS WIRE)--Nanahoshi Management Ltd. and Nanahoshi Management UK Ltd. unveil the "Shareholder Activism Outsourcing Service"....
Back to Newsroom