[Catalyst Investment Advisors] About engagement with Japanese companies through Monex Activist Mother Fund
Catalyst Investment Advisors Co., Ltd. Press release: October 31, 2024 [Catalyst Investment Advisors] About engagement with Japanese companies through Monex Activist Mother Fund ~A web page regarding engagement with Dai Nippon Printing Co., Ltd. has been released~
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Background to the release Catalyst Investment Advisors Co., Ltd. (hereinafter referred to as the “Company”) is a domestic investment trust for which the Company provides investment advice.
color:#666;word-break:break-all;” target=”_blank” rel=”nofollow ugc noopener”> Monex Activist Mother Fund (hereinafter referred to as “MAMF”) and Japan Catalyst Fund (hereinafter referred to as “JCF”), a Cayman-registered company-type investment trust, engages in engagement (*) with Japanese companies. Taking a long-term perspective, we have engaged with Dai Nippon Printing Co., Ltd. (hereinafter referred to as “DNP”), an important investment target of MAMF and JCF. We would like to inform our stakeholders, mainly individual investors, about the management issues that DNP is facing and our shareholder proposals to improve DNP’s corporate value. We have published a web page regarding engagement with DNP, with the aim of deepening understanding of changes in DNP. We plan to release web pages regarding engagement with other companies in due course. (*)Engagement means “to have a dialogue” or “to be involved.” In the world of investment, it primarily refers to proactively making proposals and recommendations to investee companies that will improve their corporate value. [URL] https://www.japancatalyst.com/dnp7912.html [Table of Contents] ・DNP’s main business ・Background of the shareholder proposal (1) ・Background of shareholder proposal (2) ・Summary of shareholder proposal ・Good performance ・Future strategy for Japanese companies all depends on management ・Three generations of Kitajima family ・Stock price situation ・Movement after shareholder proposal About investing in DNP DNP is a general printing company founded in 1876 and is one of the two strongest companies in the printing industry. Based on the application and development of printing technology, DNP produces metal masks for organic EL displays, optical films for displays, and pouches for EV batteries. In business, we have technological superiority and boast high market share and profit margins. On the other hand, in mature industries centered on our original business, printing and packaging, profitability is low and structural reforms are necessary, and there is considerable room for improving corporate value through engagement activities, and we have continued to have dialogue with them to date. . About shareholder proposals Regarding the shareholder proposal for Dai Nippon Printing Co., Ltd. (7912) dated April 18, 2024 [Contact information regarding this matter]
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