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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。

2024年7月

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

Seth Fischer of Oasis Management on Japan Economy, Kobayashi Pharma

Teijin surges: Oasis revealed as major shareholder in shareholder meeting materials (summary translation)

Picking stocks: Paying attention to ‘activists’ can help foster stronger returns -Digging deeper into IR materials (#4) (summary translation)

Kobayashi Pharmaceutical’s share price temporarily surges: Investment fund Oasis Management expects 70% increase (summary translation)

Rio Tinto, Japan and AI Feature at Sohn Forum in Hong Kong

AGMs are changing, and shareholders’ voices are growing stronger (summary translation)

Kusuri no Aoki’s share price rebounds: Stake increase by investment fund raises restructuring speculations (summary translation)

Top Hedge Fund Managers Highlight Opportunities in Asia and Beyond

Oasis Management increases presence [in Japan] amid submission of shareholder proposals to Hokuetsu and Kao (summary translation)

Stocks held by ‘activist shareholders’ make gains despite market losses and amid heightened expectations of improved capital efficiency (summary translation)

World Business Satellite – [Oasis] to meet with Kao’s management team (televised news report)