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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。

August 2024

Kobayashi Pharmaceuticals stock skyrockets following online report by Bunshun that the company will go private via MBO (summary translation)

DZH Nihonkabu News

Kobayashi Pharmaceuticals stock skyrockets following online report by Bunshun that the company will go private via MBO (summary translation)

Tsuruha gives in to Aeon – The [Japanese drugstore industry] is set to undergo a major reorganization (Part 1)

Activists bullish on Japanese equities, looking for large-cap stocks to take advantage of sharp market drop

Mercari’s share price rose significantly following emergence of Oasis Management as 6th largest shareholder with 3.96% stake

Attention from Seven & i and the mystery of Ain Holdings’ ‘mind-blowing acquisition: A consequential AGM, and an even more bizarre decision to acquire Francfranc one month prior

Takeover bid for SUNCORPORATION completed: U.S.-based investment fund to acquire 18% stake

Kobayashi Pharmaceutical withdraws from benikoji supplement business: ‘The former chairman should be held accountable,’ says President Yamane

P/B ratios of Hokkaido-based retailers in a slump: Ain Holdings among those that received shareholder proposals

Digital Garage’s share price rebounded in latter half of the day following revelation of Oasis Management’s increased stake in the company from 12.5% to 15.42%

Activist shareholder holds more than 5% stake in Pasona Group

Results of Ain Holdings AGM disclosed: 31% opposed to the reappointment of Kiichi Otani as company’s president

July 2024 large shareholding reports: Hong Kong-based investment fund’s new stake in Kobayashi Pharmaceutical revealed – Company presidents of Kusuri no Aoki, Daikokuya, etc. reduce their shareholdings

Ain Holdings President Kiichi Otani’s approval rating drops to 68% at company’s AGM

Revelations of activists’ large holdings drive share purchases: Heiwa Real Estate’s share price temporarily up 10%

Hong Kong-based fund Oasis owns more than 5% of Pasona

Ain AGM on July 30: Attention centers on company’s relationship with Seven & i

Oasis Secures Proxy Advisor Support for Upcoming Ain AGM as Ain Fails to Address Governance & Transparency Concerns

Ain Holdings’ AGM: What will shareholders choose to do?

Kobayashi Pharmaceutical’s share price up by over 5% becomes top gainer following revelation of Oasis Management’s large shareholding

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