4min chapter

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Going Activist in Japan - [Business Breakdowns, EP.185]

Business Breakdowns

CHAPTER

Capital Allocation Strategies and Shareholder Dynamics in Japan

This chapter delves into a Japanese company's strategy of adopting a 100% dividend payout ratio, highlighting the cultural factors that drive investor preferences for dividends over buybacks. It also examines the case of Ahara Science, discussing its strong EBITDA margins and the challenges in persuading management to embrace shareholder proposals.

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