Activist Palliser proposes that Japan Post carve out real estate holdings

UK investor estimates move could help postal group nearly double market cap

20251120N Japan Post Holdings

Palliser said Japan Post Holdings’ ownership of a postal service, bank and insurance company make its disclosures difficult to parse. (Photo by Katsuji Kamei)

AKIRA YAMASHITA

LONDON -- U.K. activist investor Palliser Capital has proposed that Japan Post Holdings undertake asset efficiency improvements such as carving out its real estate holdings, contending that the group's stock price is trading around 50% below its intrinsic value.

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