LONDON--(BUSINESS WIRE)--Palliser Capital (“Palliser”), a global multi-strategy fund with a top 15 shareholding in Japan Post Holdings Co. Ltd (“JPH”), today responded to JPH's new Group Medium-Term Management Plan, “JP Plan 2028”. Palliser commends JPH for its constructive engagement with shareholders and the commitments it has outlined in its new Group Medium-Term Management Plan, which include: Improvements to transparency and accountability – Clearer disclosure on capital allocation, the st.
Post Holdings is rated a "Buy," with shares offering ~20% upside to a ~$115 fair value target. POST's aggressive buyback program has reduced share count by 15% this year, supporting double-digit free cash flow yield. Foodservice and refrigerated retail units show strong growth, offsetting structural declines in cereal and pet food segments.
Post NYSE: POST Holdings executives said the company's diversified portfolio delivered second-quarter adjusted EBITDA above expectations, but management maintained its prior full-year adjusted EBITDA guidance because of new cost pressures tied to the conflict in the Middle East.
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