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... . . .
READ ARTICLEBased 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... . . .
READ ARTICLEThe 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. . . .
READ ARTICLERising 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. . . .
READ ARTICLEFollowing 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... . . .
READ ARTICLEProxy 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... . . .
READ ARTICLEDalton 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... . . .
READ ARTICLEDecember 2025 – Dalton Investments intends to submit proposals to its Japanes portfolio companies, beginning with this June’s AGM season, to amend their Articles of Incorporation to change the record date for the Annual General Meeting of Shareholders... . . .
READ ARTICLEOn February 13, 2026 Ezaki Glico announced a JPY 25 billion share buyback (7.23% of its outstanding shares) and indicated that all repurchased shares will be cancelled. While this is a positive step, it falls short of the 10% buyback proposed by Dalton; therefore our shareholder proposal remains in place... . . .
READ ARTICLEAfter a historic lower house victory for Japan’s LDP, led by Prime Minister Sanae Takaichi, the Nikkei has climbed to new highs. Read our latest update on the market implications and outlook here. . . .
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