Dalton in the News
Dalton Investments withdraws the AGM Proposals to Toyota Industries
SANTA MONICA, Calif. & TOKYO, Japan – Dalton Investments issued the following letter to the directors of Toyota Industries Corporation (6201.T) regarding the withdrawal of Dalton’s shareholder proposals and highlighting areas of improvement for the firm’s “Corporate Value Enhancement Initiatives.” …
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Dalton Investments Expands Tokyo Office with New Marketing Team
LOS ANGLES, CALIFORNA AND TOKYO, JAPAN – Dalton Investments, a U.S. -based investment management firm specializing in Asian, Emerging Markets, and global equities, has announced the addition of a marketing team to its Tokyo office. This move complements its Japanese …
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Dalton to Vote in Favor of Activist Shareholder Proposal for Toyo Susian
LOS ANGLES, CALIFORNA AND TOKYO, JAPAN – Dalton Investments has made a public statement that it will vote for all shareholder proposals put forward by activist investor Nihon Global Growth Partners for Toyo Susian to increase its efforts to improve …
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Dalton Sends Letter to the Board of Directors of MegaStudy
James Lim, Senior Research Analyst at Dalton Investments, recently wrote a letter to the board of directors and the management of MegaStudy Education, commending them for the recently announced 3-year shareholder capital return policy to return 60% of its net …
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Samsung Fell Behind on Chips. Now It’s Fighting Back.
James Lim, Senior Research Analyst at Dalton Investments, was recently quoted in Barron’s, discussing a potential rebound in demand for Samsung memory chips. Samsung has been viewed as a laggard as artificial-intelligence fever sweeps the global semiconductor industry. However, according …
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Dalton Supports Seven & i shake-up, including 7-Eleven spin off
Shareholders in Seven & i Holdings are urging the company to spin off its 7-Eleven convenience store chain and elect new directors to the board as investor frustration with its conglomerate structure intensifies. According to James B. Rosenwald III, Chief Investment …
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South Korea’s Stock Market Needs a Jump-Start. Dalton’s Thoughts On What It Will Take
James Lim, Senior Research Analyst at Dalton Investments, was recently quoted in Barron’s, discussing the South Korea stock market. According to Lim, many well-known Korean companies have low stock prices, but investors need to be very selective on where they …
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South Korea Unveils Corporate Value-Boosting Plan to Replicate Japan
Dalton’s Korean specialist James Lim was quoted in Bloomberg’s article on South Korea’s recently announced plan to boost corporate value (aiming to follow the major reforms in Japan). While investors were generally disappointed in the lack of concrete details in …
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Why South Korea’s Japan-style measures to boost its stock market may not work
Dalton’s Korean specialist James Lim was interviewed as part of CNBC’s article on South Korea’s recently announced plan to boost corporate value (aiming to follow the major reforms in Japan). The article clearly covers the frustration of many investors that …
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Dalton Investments’ Ong on Global Markets
Belita Ong, Chairman at Dalton Investments, discusses monetary policy including interest rates and treasury-market liquidity. According to Ong, future Fed rate cuts are data dependent, and increased geopolitical risks have implications for inflation. Watch the interview here.