{"id":9421,"date":"2026-05-21T12:21:00","date_gmt":"2026-05-21T10:21:00","guid":{"rendered":"http:\/\/stocks-future.com\/?guid=a36cbf77a72cebf604028c98eb91739a"},"modified":"2026-05-21T12:21:00","modified_gmt":"2026-05-21T10:21:00","slug":"palliser-capital-welcomes-japan-post-holdings-new-group-medium-term-management-plan","status":"publish","type":"post","link":"https:\/\/stocks-future.com\/?p=9421","title":{"rendered":"Palliser Capital Welcomes Japan Post Holdings\u2019 New Group Medium-Term Management Plan"},"content":{"rendered":"<ul class=\"bwlistdisc\">\n<li>\n<b><i>Management has committed to taking meaningful steps to address value gap<\/i><\/b><\/li>\n<li>\n<b><i>Plan is aligned with key strategies identified in Palliser\u2019s value enhancement plan<\/i><\/b><\/li>\n<\/ul><p>LONDON--(BUSINESS WIRE)--Palliser Capital (\u201cPalliser\u201d), a global multi-strategy fund with a top 15 shareholding in Japan Post Holdings Co. Ltd (\u201cJPH\u201d), today responded to JPH\u2019s new Group Medium-Term Management Plan, \u201cJP Plan 2028\u201d.<\/p><br\/><a href=\"https:\/\/mms.businesswire.com\/media\/20260520761975\/en\/2812133\/5\/Palliser-logo-blue%404x.jpg\"><img src=\"https:\/\/mms.businesswire.com\/media\/20260520761975\/en\/2812133\/22\/Palliser-logo-blue%404x.jpg\" \/><\/a><br\/><a href=\"https:\/\/mms.businesswire.com\/media\/20260520761975\/en\/2812133\/5\/Palliser-logo-blue%404x.jpg\"><img src=\"https:\/\/mms.businesswire.com\/media\/20260520761975\/en\/2812133\/21\/Palliser-logo-blue%404x.jpg\" \/><\/a><p>\nPalliser commends JPH for its constructive engagement with shareholders and the commitments it has outlined in its new Group Medium-Term Management Plan, which include:<\/p><ul class=\"bwlistdisc\">\n<li>\n<b>Improvements to transparency and accountability <\/b>\u2013 Clearer disclosure on capital allocation, the strength of its core balance sheet, and enhanced segment-level accountability.<\/li>\n<li>\n<b>Focus on profitability and capital efficiency <\/b>\u2013 A clear step-up in ROE ambition and reassessment of cost of equity, alongside a stronger focus on profitability and structural reform of the core postal and post office business to ensure long-term sustainability and continued provision of universal services.<\/li>\n<li>\n<b>Enhanced shareholder return policy<\/b> \u2013 Introduction of a structured shareholder return framework, including a minimum 50% TSR target with a plan of progressive dividends and ongoing share repurchases.<\/li>\n<li>\n<b>Real estate value unlock <\/b>\u2013 Elevation of real estate as a core earnings pillar with expanded strategy including a plan to develop an asset recycling model and enhance disclosures.<\/li>\n<\/ul><p>\nJames Smith, Founder and CIO of Palliser, said, \u201cThe new JPH plan is a meaningful move in the right direction. Successful execution on these commitments will significantly help to address the Company\u2019s persistent valuation discount and increase corporate value. We support JPH\u2019s increased focus on capital efficiency and shareholder value creation. We also appreciate their openness to shareholder feedback and look forward to continuing our constructive engagement with the Company.\u201d<\/p><p>\n<b>About Palliser Capital<\/b><\/p><p>\nPalliser is an alternative investment manager that applies a value-oriented, event-driven philosophy to investing across a range of distinct yet complementary strategies on a global basis with a focus on situations where positive change and value enhancement can be achieved through thoughtful, constructive, and long-term engagement with companies and across a range of different stakeholder groups.<\/p><br\/> <b>Contacts<\/b> <br\/><p>\n<b>Media<\/b><br\/>Prosek Partners\n<br\/>Brian Schaffer \/ Kiki Tarkhan \/ Forrest Gitlin\n<br\/><a  href=\"mailto:Pro-Palliser@Prosek.com\" rel=\"nofollow\" shape=\"rect\">Pro-Palliser@Prosek.com<\/a><\/p><p>\n<b>Media enquiries in Japan<\/b><br\/>Ashton Consulting\n<br\/><a  href=\"mailto:palliser@ashton.jp\" rel=\"nofollow\" shape=\"rect\">palliser@ashton.jp<\/a><\/p>","protected":false},"excerpt":{"rendered":"<p>Management has committed to taking meaningful steps to address value gap<\/p>\n<p>Plan is aligned with key strategies identified in Palliser\u2019s value enhancement plan<br \/>\nLONDON&#8211;(BUSINESS WIRE)&#8211;Palliser Capital (\u201cPalliser\u201d), a global multi-strategy fund with a &#8230;<\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[],"class_list":["post-9421","post","type-post","status-publish","format-standard","hentry","category-infos-businesswire"],"_links":{"self":[{"href":"https:\/\/stocks-future.com\/index.php?rest_route=\/wp\/v2\/posts\/9421","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/stocks-future.com\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/stocks-future.com\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/stocks-future.com\/index.php?rest_route=\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/stocks-future.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=9421"}],"version-history":[{"count":1,"href":"https:\/\/stocks-future.com\/index.php?rest_route=\/wp\/v2\/posts\/9421\/revisions"}],"predecessor-version":[{"id":9422,"href":"https:\/\/stocks-future.com\/index.php?rest_route=\/wp\/v2\/posts\/9421\/revisions\/9422"}],"wp:attachment":[{"href":"https:\/\/stocks-future.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=9421"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/stocks-future.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=9421"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/stocks-future.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=9421"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}