As mentioned in my other posts, they are over 1,000 shareholder activist campaigns globally today. British Petroleum, Japan’s Fuji Media and Korea’s Nongshim Noodle, just to list a few household names.
Even Singapore’s United Overseas Insurance is targeted! We hope this substack’s pivot to discuss more activist stories will drive subscription :)
Today, we would like to discuss Swatch. We have looked at Swatch for donkey years and wrote a tonne of materials about it. See below:
https://8percentpa.blogspot.com/search/label/Swatch
Since then, share price underperformed big time. To us, there is no surprise that an activist came in and now trying to shake things up. It might be interesting to do more research now and perhaps add this to the portfolio.
This post will not be a full analysis. More like a preamble. We will keep this short and sweet for now.…
