Oasis新闻发布

策略、交易设想或案例研究中的任何示例仅供说明和讨论之用，未必代表历史或未来的投资策略，或者任何具体投资策略的表现或成功几率。不保证本文所提及投资机会将在未来成为现实。不应假设任何投资模型提及的投资项目一旦实施定能盈利，因为这些假设未必能够成真。本文提及的任何具体投资项目或案例研究，其选择依据是非投资表现类客观标准，仅供介绍投资流程和Oasis用于评估这类投资项目所做的分析工作。历史投资（包括出现资金亏损的投资）清单可应要求提供。一如既往，过往表现未必是未来业绩的指示。

December 2024

Oasis petitions Kobayashi Pharma to sue executives for $67m

Nikkei Asia

Oasis petitions Kobayashi Pharma to sue executives for $67m

[Japanese] companies lose ‘armor’ amid activists’ offensive stance: Toyota and its group companies become targets – Capital disturbances: Expansion of activists (Part 1) (summary translation)

Management reforms to be pushed on Mercari… Hong Kong fund becomes major shareholder (summary translation)

Nissan’s share price temporarily up 7% amid speculation of new activist ownership (summary translation)

Oasis Management increases stake in NESIC to 11.68% (summary translation)

Nissan shares surge after report that activist investor Oasis has stake

Nissan Pressure Grows with Second Activist Reported to Buy Stake

Oasis Management revealed to have over-5% stake in Mercari (summary translation)

Activist investor Oasis buys 5% stake in Japan stationery maker Kokuyo

Oasis Management increases stake in Digital Garage (summary translation)

Fujitec considers sale, in talks with several funds including Sweden-based EQT AB, reports FT (summary translation)

Ex-FamilyMart minority shareholders secure another landmark win over Itochu buyout

Investment fund proposes Fujitec takeover… following founding family chairman being forced out last year (summary translation)

Japanese lift maker Fujitec explores sale to private equity

Genealogy of Top Management (#178): Fujitec – Improving corporate governance, strengthening overseas business (summary translation)

DIC Corporation’s stock price rebounds for first time in five days following reveal of Oasis Management’s increased stake (summary translation)

Kokuyo Co., Ltd.’s share price temporarily up 13% following reveal of Oasis Management’s 5% stake (summary translation)

Rothkos and a Picasso Join List of Activist Targets in Japan

Why the TSE can’t force companies to delist even amidst an overabundance of listed corporations in Japan (summary translation)

There is no future for companies that consider activists ‘a nuisance:’ How to turn crises into opportunities through dialogue

How far will Oasis’s impact on the Japanese drugstore industry go?

Hulic’s ¥173.5 billion investment in a Japanese real estate company marks its largest ever M&A: Examining the identity of Raysum Co., Ltd.

Mercari’s share price rises since beginning of the year amid expanding adoption of its Shops platform by local Japanese governments and municipalities

Raysum’s share price reaches upper limit following news of Hulic’s takeover bid: Tender offer price more than 40% of record high [in 2001]

Hulic acquires real estate sales company Raysum Co., Ltd. for ¥173.5 billion

Seven & I Shareholder Oasis Critical Over Turning Down Approach

Expectations grow for Zeon to further strengthen shareholder returns: The reveal of Oasis’s stake may be an additional stimulus

Oasis Management discovered to have more than a 5% stake in Zeon Corporation

Seiren Co., Ltd. and Zeon Corporation’s share prices rise on the Tokyo Stock Exchange following revelation of Oasis Management’s large shareholding

Oasis Management revealed to have a 6% stake in Seiren Co., Ltd.