英文【Bernstein】日本回报革命股东收益率、并购交易和维权主义达到历史新高。接下来会怎样？

报告摘要

Asia Quantitative Strategy Japan Returns Revolution: Shareholder yield, M&A deals and Activism at record high. What next?

核心要点

19 May 2025

报告信息

文件全名: 《英文【Bernstein】日本回报革命股东收益率、并购交易和维权主义达到历史新高。接下来会怎样？-27页.pdf》
适合读者: 战略规划行业研究员
核心数据: BlackBook) which got a big push 2 years back from TSE. Japan ROE (9.2%) has seen sharp
improvement since then and now sits comfortably above the 20yr/10yr (7%/8%) average.
Net buyback yield has never been this high in the last 2 decades (1.5%) while dividend yield
has risen to 2.4% vs. 10yr average of 1.7%; resulting in total shareholder yield reaching
20yr high of 3.8%. 2024 was the strongest year on record (since 2010) with Japan seeing
核心议题: 管理咨询

常见问题

《英文【Bernstein】日本回报革命股东收益率、并购交易和维权主义达到历史新高。接下来会怎样？》主要包含哪些内容?

Asia Quantitative Strategy Japan Returns Revolution: Shareholder yield, M&A deals and Activism at record high. What next?核心数据:BlackBook) which got a big push 2 years back from TSE. Japan ROE (9.2%) has seen sharp;improvement since then and now sits comfortably above the 20yr/10yr (7%/8%) average.;Net buyback yield has never been this high in the last 2 decades (1.5%) while dividend yield。

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覆盖 2025 年,全文约 27。

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