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。

2023年4月

Activist takes stake in TOKYOTOKEIBA CO., raising expectations of management reforms-hot stocks (Japanese Only)

日经新闻

Activist takes stake in TOKYOTOKEIBA CO., raising expectations of management reforms-hot stocks (Japanese Only)

TOKYOTOKEIBA Co. up 9% amid speculation resulting from discovery of stake by Hong Kong-based Oasis

Japan, a nation of ‘activist shareholders’: corporate value created through dialogue (Japanese Only)

Activists return to exorcise unresolved corporate governance issues (Japanese Only)

Electrical machinery giant’s subsidiary company rumored to merge with another major machinery manufacturer, aim is to eliminate the influence of an activist shareholder (JPN Only)

[Editorial] Corporations should improve governance, not run from activists (JPN Only)

How to advance a dysfunctional board of directors: ‘If there are no women, change the management team’ (JPN Only)

The challenges of corporate management in Japan as seen by an activist investor; Seth Fischer, Chief Investment Officer at Hong Kong-based investment fund Oasis Management Group (JPN Only)

Daio Paper is a ticking bomb: an explosive mixture of deep-seated resentments, declining performance, and activists (JPN Only)

Activist shareholders on the offensive; calling EGMs to end revolving-door appointments (JPN Only)

Enter the activist: Tsuruha fears become reality (JPN Only)

Daio Paper is a ticking bomb: an explosive mixture of deep-seated resentments, declining performance, and activists

(Capitalism NEXT – For whom the company exists: #10) Do we need quantitative targets for the promotion of women? (JPN Only)

Oasis establishes large stakes in Uchida Yoko and Tsuruha Holdings (JPN Only)

Hong Kong fund submits proposal regarding spinoffs and other measures to Digital Garage (JPN Only)

Investment fund Oasis owns 6.77% of Sanken Electric, according to report (JPN Only)

Activists scramble to target small-to-mid-cap stocks during the ‘Autumn of Anticipation’ (JPN Only)

Oasis extends tender offer for Raysum at 1,700 yen per share (JPN Only)

3 ways to deal with activist shareholders, Ricoh’s management of business-specific KPIs (JPN Only)

Asia Hedge Funds Scoop Up Alibaba, Sea After Stock Rout

Oasis buys more of Hokuetsu Corp, increasing stake to 11.89%

The Fundie Paying Big Money to Train Female Directors in Japan

New Hong Kong Rules Will Create 1300 More Board Seats for Women

Analysis: No longer silent, Japan asset managers flex muscle in legacy to Abe

Top Executive Exits Invite Purchase Orders: A Focus on the Type of Governance that Can Draw Out Company Potential (JPN Only)

Unusual Withdrawal of Proposals ahead of this Year’s AGM (JPN Only)

Warren Buffet has Advice for the Barbarians at Japan’s Gates

An unprecedented development amid ‘activist shareholder’ opposition! The withdrawal of a president’s appointment proposal

Governance risks surrounding founding families exposed: the conspicuous presence of “activist shareholders”

An unusual withdrawal of a proposal to reappoint the president just one hour before the AGM… A foreign fund’s opposition and allegations of “suspicious transactions involving the founding family” (JPN Only)