HC Picks 282

September 16, 2020
by Akane Hashimoto

Period : September 14, 2020 – September 15, 2020

Category : [Business][Governance / Stewardship / Fiduciary]

-Policies and business activities related to Japan investment opportunities-


● Former Japan GPIF investment chief intervened in Toshiba AGM

 > “These activities may pressure company managements, but it is not clear what Mr. Mizuno was looking for. He is no more representing GPIF, a huge passive investor.”

#Governance / Stewardship / Fiduciary


●SoftBank is selling British chipmaker ARM to Nvidia for $40 billion

 > “Mr. Son has a number of financing options, and extremely good at raising capital. In case Softbank sees limited opportunity raising capital from the market at appropriate cost, there may be a good reason to privatize.”

#Business