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。

2024年7月

Oasis Management becomes major shareholder of Kobayashi Pharmaceutical

《日经新闻》

Oasis Management becomes major shareholder of Kobayashi Pharmaceutical

‘The Amazon effect’ reaches Japanese healthcare sector: Welcia and others begin selling prescription drugs online – A turning point in the narrowing down and reorganization of Japanese drugstores

Kao Corporation opens KATE flagship store in Shibuya, featuring low-priced cosmetics for young consumers: The company’s first directly managed store amid move to consolidate brands

Japan’s Taisho Pharma faces claim over buyout price from Curi RMB, Oasis

Oasis Management proposes dismissal of Kusuri no Aoki’s president, sues top executives for compensation

Oasis takes larger bite of sandwich maker Greencore

Activist investor Oasis sues top executives of Japan’s Kusuri No Aoki

Record number of activist proposals call for management-related changes rather than dividend increases

Hokuetsu Corporation president just barely reappointed: Ongoing reorganization creates opening for activist to intervene

Oasis Management founder says Japan asset managers are activists’ ‘strongest allies’ amid increasing support

38% of shareholders were in favor of Oasis Management’s proposal to dismiss Hokuestu President Sekio Kishimoto

Japan asset managers back corporate governance push, Oasis founder says

Corporations bid farewell to idle cash: Recruit Co., Ltd. reduces sleeping assets by ¥1 trillion

Oasis Management releases statement to Ain Holdings ahead of July AGM

Oasis Management opposes appointment of Ain Holdings’ outside director candidate, cites potential bid obstruction

Oasis Management opposes appointment of Seven-Eleven’s vice president as board member of Ain Holdings

AGM season [in Japan] reaches peak: Companies’ top executives face increasing scrutiny and low appointment approval rate in the 60% range amid issues surrounding capital efficiency and business misconduct

A record high of 91 companies received shareholder proposals this year: AGMs of 670 companies reach peak, decentralization expected to advance

Activist investor Oasis launches campaign against Japan drug store chain Ain

Stocks to watch in July: AIN HD, Japan’s largest pharmacy operator, shaken by executive conviction and activist shareholders amid rapid growth resulting from new location strategy – Rest of pharmacy industry revels in Ain’s misfortune

Reduction of cross-shareholdings, disappearing stable shareholders, management teams under pressure – Focal points of the 2024 AGM season

Daio Kaiun supports proposal to dismiss Hokuetsu Corporation President Sekio Kishimoto

At least 90 listed Japanese companies have received shareholder proposals ahead of AGM season

Hong Kong-based Oasis Management calls for dismissal of some Ain Holdings directors ahead of company’s AGM

Special Feature – A new era for individual shareholders: Activist fund Oasis Management’s momentum may continue for another 24 years following drugstore and dispensing pharmacy industry restructuring debacle

Tsuruha’s reliance on Aeon Co. to realize ‘strongest alliance:’ Were the activists right all along?

Activists becoming more active as June AGMs approach… Are ‘activist stocks’ a good buy? (summary translation)

Japanese stocks: ‘External pressure’ is a catalyst – Focus of activist arguments shift from returns to earning power (summary translation)

Japan companies hog the spotlight as hedge funds tout their top Asia picks

Oasis’s Fischer Sees 70% Upside if Kobayashi Pharma Engages with Oasis