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4月

The day activists disappear: Demanding reforms from all sides (summary translation)

《日经新闻》

The day activists disappear: Demanding reforms from all sides (summary translation)

What exactly is the path toward a better Kao? We speak with Seth Fischer, CIO of ‘strongest activist’ Oasis (summary translation)

Hong Kong investment fund Oasis Management mulls submitting shareholder proposals to Kao ahead of next shareholders meeting (summary translation)

Activist investor Oasis urges Japan’s Kao to reduce brands

Activist Oasis reveals 3% Kao stake in battle for change at Japan cosmetics firm

Oasis Management revealed to have more than 3% stake in Kao Corporation: Could submit shareholder proposal [ahead of] next shareholders meeting (summary translation)

Oasis CIO says he plans to ‘turn Kao into a global leader’ amid reveal of more than 3% stake in the company (summary translation)

Companies cannot let their guard down even when P/B ratios are over 1x: Shareholder activism’s new horizon (summary translation)

Hong Kong fund Oasis requests that Kao increase its number of female directors (summary translation)

Kao vs. activist fund Oasis: Implicit pressure already on top management (summary translation)

Oasis Chief Investment Officer criticizes Kao for failure to invest in important brands, declining margins, calls for change (summary translation)

Hong Kong-based investment fund Oasis Management requests Kao reduce number of offered products (summary translation)

Kao becomes Oasis’s ‘new target:’ Stock price temporarily up 7% following claim that it would exceed ¥10,000 (summary translation)

Kao Corporation’s stock price up 7% amid calls by investment fund for improved marketing (summary translation)

Activist Oasis calls on Japanese cosmetics firm Kao to improve marketing

Kao Corp. Shares Rise After Activist Investor Urges Action to Reach ‘Full Potential’

Kao shares jump as activist investor Oasis calls for improved performance

Activists request that Kao reduce number of brands to improve corporate value, criticizes management (summary translation)

Here are the top investment ideas out of the Sohn conference, including an e-commerce play

Taisho Pharmaceutical’s ‘absurdly cheap MBO’ continues to attract criticism at heated EGM: No comments from Uehara family throughout session, questions raised about decision-making process (summary translation)

Special Report: Legal battle with shareholders awaits; Taisho Pharmaceutical HD – Hopes placed on activists (summary translation)

Kumagai Gumi reaches 18-year high amid enlarged stake by Oasis (summary translation)

March AGM season is in full swing: Focus is on activist-owned stocks (summary translation)

Investment fund Oasis raises stake in Kumagai Gumi, where it made shareholder proposals last year (summary translation)

Activist investor Oasis builds stake in sandwich maker Greencore

Oasis files petition regarding pricing of [CTC] shares in relation to Itochu’s acquisition of CTC as wholly owned subsidiary (summary translation)

Predicting the stock prices of ‘[cash] rich’ companies: Will the companies hoarding 18 trillion yen in cash begin to use that money toward growth investments? (summary translation)

Tsuruha to become part of Aeon: The ripple effect of the ‘2-trillion-yen drug alliance’ – Aeon worked quickly and will acquire investment fund’s entire stake (summary translation)

Hong Kong-based investment fund Oasis targets Tsuruha, Japan’s second largest drugstore, and Ain, the leading dispensing pharmacy operator (summary translation)

Activist fund Oasis says it may take legal action over Taisho’s management buyout