Elliott Ventures into New Territory with Investment in Japan's Nuclear Sector
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Sep 11 2025
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Source: Reuters
Elliott Management's Stake in Kansai Electric: Elliott Management has acquired a 5% stake in Kansai Electric Power, urging the company to enhance investor returns and divest non-core assets valued at over 2 trillion yen, which could significantly impact its market capitalization.
Proposals for Improvement: The activist investor is advocating for increased charges to large customers, a dividend hike from 60 to 100 yen per share, and annual sales of non-core assets worth 150 billion yen to fund share buybacks and core energy investments, aiming to make the company's shares more appealing to investors.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
