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。

March 2024

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

《日经新闻》

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

Ain Holdings share price soars following reveal of activist investor’s increased stake: Potential for industry restructuring seen positively? (summary translation)

Oasis Management CIO says company ‘will consider all possible options’ regarding [possible] completion of Taisho Pharmaceutical MBO (full translation)

Oasis owns significant 9.60% stake in drugstore operator Ain HD (summary translation)

Hong Kong fund acquires large stake in dispensing pharmacy operator Ain HD and ‘may make important proposals’ (summary translation)

Oasis Management CIO remains ‘very bullish’ on Japan, says there is plenty of room for more M&A deals (summary translation)

Japan Ahead: Oasis Management’s Fischer Remains ‘Very Bullish’ on Stocks

Aeon embarks on industry restructuring: A 10-trillion-yen company at last, Aeon has succeeded in cajoling Tsuruha and Welcia into a merger

JAE completes tender offer for its own shares; NEC applied even amid shareholder objection

Tsuruha and Welcia to merge by 2027, led by Aeon

Aeon’s long-held dream of conducting a major drugstore industry reorganization under the banner of fostering ‘global companies’

Welcia-Tsuruha merger sparks drugstore industry reorganization: A major alliance worth 2 trillion yen in [annual] sales is born

Tsuruha Holdings to become part of Aeon and merge with Welcia Holdings by end of 2027

Competition Intensifies: Restructuring looms closer – Tsuruha to become part of Aeon – Trigger for talks with ‘activist shareholder’

JAE share price down by 3% due to continued selling following the rejection of Oasis’ injunction over soon-to-expire tender offer

Japan retailer Aeon to merge with drugstore chains Tsuruha and Welcia

Hazama Ando tops expected dividends ranking despite decrease in net profit – Financial Results Ranking (#2): Expected dividend yields for the fiscal year ending March 31, 2024

The Present and Future of Governance – Tokyo Disney operator’s shares targeted again; Mitsui Fudosan invests as part of its ‘core business’

Fund files injunction against NEC’s sale of subsidiary shares

Tsuruha HD shares temporarily up 14% on possibility of merger with Welcia HD

Hong Kong investor files court injunction on NEC’s JAE stake sale

Oasis files injunction to stop NEC from tendering shares as part of JAE buyback

Oasis files injunction against NEC’s application to JAE tender offer

Tsuruha and Welcia merger being considered: With Aeon as a shareholder, the resulting company would become Japan’s 4th-largest retailer

Drugstores becoming increasingly ‘mega-sized’: Welcia x Tsuruha merger under consideration; resulting company would be Japan’s 4th-largest retailer

Oasis says it opposes Taisho Pharma’s $5bln management buyout