Japan Courrier Service Yamato’s Shares Surge on Farallon Stake

The surge comes as Farallon, one of Japan's most prolific activist funds, disclosed its investment in the courier service and publicly demanded management changes. The dramatic increase reflects market expectations of potential restructuring under new leadership.

The development highlights growing activism among foreign investors targeting Japanese companies they believe underperform despite strong fundamentals. Yamato now faces pressure to demonstrate improved corporate governance and operational efficiency.