2168 Pasona Group
- Jul 30, 2025
- 1 min read
Pioneer in temporary staffing, ranked No.3 in the industry. Developing contract-basis outsourcing segment. Focusing on regional revitalization. Sold employee benefits subsidiary "Benefit One" as part of business portfolio restructuring.
Japanese retail trader suspecting whether the activists can move the needle given the formidable founder stake
https://x.com/makemmd/status/1947822128998584405
shareholder registry looks solidly entrenched in favor of the management
Oasis reported 5% ownership in July 2024
"If the company is unwilling to adopt a management policy focused on enhancing shareholders’ value, it should delist and exit the stock market"
ーactivist Nanahoshi Management
https://pesach-2168.com/english/
at 2067 yen/share, 83 bil yen mkt cap vs 70 bil yen net cash
158.5x per* / 0.59x pbr / 3.63% yield
*PER is wacked due to temporary net loss LTM