Activist fund Palliser Capital has expanded its hunt for artificial intelligence beneficiaries with a stake in Ajinomoto, and is lobbying for the firm to raise prices for its chip-insulation products, sources have said.
https://www.japantimes.co.jp/business/2026/04/02/companies/palliser-capital-investment-ajinomoto/?utm_medium=Social&utm_source=mastodon #business #companies #pallisercapital #ajinomoto #investments #stocks
Activist fund Palliser presses Ajinomoto to raise prices for chip material
The U.K.-based fund is calling for a more than 30% increase in prices for Ajinomoto Build-Up Film, used to package high-performance semiconductors.
UK hedge fund Palliser Capital highlights clear market response pattern in LG Chem shares, rising on shareholder activism and falling on company announcements, as it seeks investor support for proposals aimed at resolving undervaluation ahead of the March 31 annual general meeting.
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LG Chem Shares Rise on Shareholder Action, Fall on Company Announcements - Palliser Says 'Market Response Clear'
UK hedge fund Palliser Capital highlights clear market response pattern in LG Chem shares, rising on shareholder activism and falling on company announcements, as it seeks investor support for proposals aimed at resolving undervaluation ahead of the March 31 annual general meeting.
Activist fund Palliser Capital is pushing Japanese washlet maker Toto to ramp up promotion of its little-known chip parts business in a bid to unlock value from the artificial intelligence boom.
https://www.japantimes.co.jp/business/2026/02/17/companies/activist-toto-stake-ai/?utm_medium=Social&utm_source=mastodon #business #companies #pallisercapital #ai #toto #toilets #chipmakers
Activist Palliser takes stake in toilet maker Toto in AI play
Toto’s advanced ceramics segment produces electrostatic chucks used in the manufacturing of NAND memory chips.
LG Chem to Reduce Stake in LG Energy Solution—Palliser Urges Clarity on Timeline and Execution
LG Chem’s plan to cut its LG Energy Solution stake to 70% faces calls from Palliser Capital for concrete timelines and execution details, as markets react to a lack of specifics.
Activist Palliser Engaged LG Chem Management for Years Ahead of Public Campaign
Palliser Capital, a UK activist hedge fund, has engaged LG Chem management for years, proposing shareholder value enhancements that drove LG Chem shares up 13%.
The Japan Times
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