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5月

Seth Fischer of Oasis Management on Japan Economy, Kobayashi Pharma

彭博电视台

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)

Oasis Management says Hokuetsu Corporation’s plan to reduce of stake in Daio Paper lacks practical basis (summary translation)

Kusuri no Aoki’s share price soars amid speculation driven by further purchase of company’s shares by Oasis Management (summary translation)

Fujitec aims to triple operating profit amid plans to reduce manufacturing costs as part of medium-term management plan (summary translation)

Shareholder meetings: Everyone’s an activist – Preemptive settlements on the rise, thanks to dialogue

Kao gets first profit increase in 4 years for Jan-Mar, Oasis offensive spurs consideration of autonomous reforms (summary translation)

Editorial: Enhancing corporate value by promoting more dialogue between funds and company board members (summary translation)

Oasis Management to submit shareholder proposal to Hokuetsu Corporation, seeks to dismiss company’s president (summary translation)

Ain Holdings share price rises daily amid speculative buying following Oasis’s increased stake (summary translation)

Hokuetsu Corp. receives shareholder proposal from Oasis regarding director appointments (summary translation)

The governance market sparks fear among companies (summary translation)

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)