Author: Alina Peon

On April 22, 2026, Anicom Holdings, Inc. formally announced that it has nominated Dalton Investments’ Director of Research, Shiro Hayashi, as a candidate for Outside Director of the company. The nomination will be submitted for shareholder approval at Anicom’s 26th Annual General Meeting, scheduled for June 2026…

Dalton Investments has submitted three shareholder proposals to Yakult Honsha Co., LTD (“Yakult”) aimed at enhancing the corporate value of the company. The shareholder proposals include: 1) Election of Two Outside Directors; 2) Increase of Restricted…

Korea’s equity market is at a potential inflection point. Following a strong KOSPI rally, President Lee is pushing major reforms to address the “Korea discount,” strengthen corporate governance, protect shareholders, and attract domestic and foreign capital. If successful, these reforms could unlock…

Dalton Investments announces that it has submitted a proposal aimed at further enhancing the corporate value of Senko Group Holdings (“Senko”) and is publishing materials explaining the details of the proposal…

Based on Ezaki Glico’s disclosed voting results and approval ratios from the Annual General Meeting of Shareholders, we are issuing our views on the outcomes of this AGM, including the shareholder proposals submitted by Dalton Investments…

The conflict involving Iran has pushed oil prices higher, causing sharp volatility in South Korea’s KOSPI Index due to its dependence on energy imports. Despite this, strong AI and defense fundamentals point to longer-term opportunities. Read more here.

Rising oil prices have weighed on Japan’s equity market, highlighting its energy dependence. However, strong oil reserves, a push to restart nuclear power, and resilient, high-quality companies with pricing power provide important buffers. Read more here.

Following engagement from Dalton, the company announced an increase in its shareholder return (buybacks and dividends) to 45% of net income per annum for the next three years, marking a significant increase from the 30% shareholder return outlined…

Proxy advisory firm Institutional Shareholder Services (ISS) has recommended voting in favor of several shareholder proposals submitted by Dalton Investments to Ezaki Glico Co., Ltd., including proposals regarding the election of directors, the acquisition of…

Dalton Investments was recently featured in the Harvard Law School’s Forum on Corporate Governance as part of The 2025 Activist Watchlist, which highlights Diligent Market Intelligence’s ranking of the most prolific activists. Dalton ranked #7, reinforcing its position as one…