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。

05

2023年10月

Toyo Seikan Group to accelerate share buybacks, break free of ultra-low P/B ratio while considering unrealized gains

Nihon Securities Journal

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20

2023年9月

Fujitec president says during inaugural press conference that he’s eager for dialogue with activist shareholders

Sankei Shimbun

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19

2023年9月

Fujitec president says uproar between investment fund and founding family was ‘a catalyst for change’

Jiji Press

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19

2023年9月

Fujitec’s new president ‘breaks away from focus on founding family’

日经新闻

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12

2023年9月

Restaurant Group’s £7.5m dowry to Chiquito buyer

《泰晤士报》

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06

2023年9月

Founding governance in the crosshairs: a need for those who understand the ‘public gaze’

日经新闻

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22

2023年8月

The drugstore reshuffling: its Aeon’s move; a departure from loose alliances

日经新闻

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22

2023年8月

Healthy opposition’ emerging in capital markets: an equilibrium of tensions between companies and shareholders

日经新闻

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20

2023年8月

Inevitably, momentum behind the ‘siege of Tsuruha’ strengthens even amid consecutive investment fund defeats; key shareholder Aeon and continuing turbulence for [Tsuruha’s] founding family

Toyo Keizai

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17

2023年8月

Aoki HD shareholders reject all five proposals made by Hong Kong investment fund

Yomiuri Shimbun

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17

2023年8月

Drugstore industry to be consolidated into ‘3 groups;’ the reorganization epic being penned by ‘activists’

World Business Satellite (“WBS”), TV Tokyo

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16

2023年8月

Shareholder Aeon not content with Tsuruha’s flawless victory; 2nd-ranked drugstore is at a critical juncture, even after shooting down investment fund’s proposals

Toyo Keizai

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11

2023年8月

Tsuruha’s management team not out of the fire yet; fund’s proposals rejected at AGM but restructuring momentum gains momentum amid narrowing room for store openings

日经新闻

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11

2023年8月

A discerning gaze falls on the influence of founding families: Tsuruha HD rejects ‘activist shareholder’s’ proposals in Hokkaido

朝日新闻

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11

2023年8月

: Tsuruha: Hong Kong fund’s proposals rejected at AGM; company proposals approved

Yomiuri Shimbun

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09

2023年8月

Momentum behind drugstore re-reorganization, activist shareholders cause stir at Tsuruha

日经新闻

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06

2023年8月

How do activist shareholders view the Japanese market? Stocks still cheap, still much to be done with corporate governance

《日经Veritas》

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04

2023年8月

What will happen at Tsuruha and Aoki? Governance and restructuring on the agenda at Aeon investees

Diamond Online

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02

2023年8月

Aeon endorses Tsuruha’s proposed director appointments, heightening chances of approval at AGM

Hokkaido Shimbun

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27

2023年7月

Shareholder meeting looms…. Will Tsuruha be able to survive the activist offensive?

Diamond

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26

2023年7月

Tsuruha HD’s ‘founding families’ at crossroads amid investment fund’s shareholder proposals

Sunday Mainichi

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26

2023年7月

U.S. advisory firm ISS supports Hong Kong fund’s proposals to appoint directors at Tsuruha HD

路透社

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22

2023年7月

Activists target general contractors, demand returns at general meetings

朝日新闻

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19

2023年7月

Oasis submits shareholder proposals to drugstore operator Aoki Holdings over election of outside directors, etc.

《日经新闻》

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19

2023年7月

Japan drugstore Tsuruha, facing activist pressure, says its board needs insiders

路透社

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18

2023年7月

From the boardroom – Oasis makes shareholder proposal to Tsuruha HD -goes after founding families for inappropriate mixing of private and corporate affairs, as well as board directors for inaction

Nihon Securities Journal

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18

2023年7月

Behind the scenes at Toyo and Fujitec: Who will take control? Corporate governance questioned at 2023 shareholders’ meetings (summary translation)

《日经新闻》

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18

2023年7月

Oasis submits shareholder proposals to Tsuruha regarding outside director appointments, etc., CIO says ‘Tsuruha should be a leader of industry restructuring’

彭博社

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18

2023年7月

Oasis refutes Tsuruha’s claims, says of founding family’s influence that ‘it’s impossible for a father to properly supervise his child’

朝日新闻

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