Still a Lot More Hazama Ando Can Do: Oasis Management’s Fischer

The video discusses the performance and governance improvements of Hazama Ando, including stock buybacks and corporate strategies. It also covers Toshiba's strategic review and the potential for hostile takeovers in Japan. Market reforms and index changes are explored, highlighting opportunities for value investing in Japan and Asia. The speaker emphasizes the importance of corporate governance and strategic planning in enhancing shareholder value.

What improvements are suggested for corporate governance at Has Ammo?

How has the stock price of Has Ammo changed since the previous year?

What is the significance of the 9.9% share buyback announced by Has Ammo?

What challenges does Toshiba face regarding its strategic review committee?

What are the potential implications of hostile takeover activity in Japan?

In what ways can companies in Japan increase their value to protect against hostile offers?

What changes are being proposed for the Nikkei index, and how might they affect the market?