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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。

February 2024

Oasis opposes Taisho Pharmaceutical MBO, says price is ‘too low’

Reuters Japan

Oasis opposes Taisho Pharmaceutical MBO, says price is ‘too low’

More global activists than ever before, particularly at Japanese and European companies

Retail reshuffling reflects shrinking domestic consumption

Aeon Co. leads retail restructuring: industry to witness birth of drugstore coalition worth ¥2 trillion in annual sales amid [Aeon’s] acquisition of Tsuruha shares, increasing stake to more than 25%

Aeon to increase its stake in Tsuruha to 26%, negotiating with Hong Kong fund to potentially create major alliance

Aeon to buy more Tsuruha shares, negotiating with fund in hopes of creating giant drugstore alliance

Aeon negotiating to acquire shares in Tsuruha, which together with industry leader Welcia would bring total [annual] sales to more than 2 trillion yen… will there be an industry reorganization?

Aeon begins exclusive negotiations with Oasis for acquisitions of Tsuruha shares

Japan’s Aeon in exclusive talks to buy Tsuruha stake from Oasis

As China’s markets stumble, Japan rises toward record

Activist shareholders triple presence in 5 years, following Japanese firms’ P/B ratio reforms

Tender offer for Itochu subsidiary causes another stir: Another chance for Oasis

Are the ‘black ships’ friend or foe? The companies entrusting activists to serve on their boards of directors

Kusuri no Aoki eyeing ¥500 billion yen in net sales by fiscal 2026

Investment fund Oasis acquires 9.9% stake in Septeni

: Investment fund Oasis holds 6.9% of DIC shares, looks to make key proposals

Funds stirring at Lifenet: will the company’s financial turnaround invite calls for restructuring?

Dai-ichi Life extends clever ‘bear hug takeover bid’ in battle for Benefit One

Issues raised by the Alps Alpine lawsuit by Oasis: Is it permissible to revise earnings forecasts downward and not disclose them?

Japan’s Tsuruha Draws Interest from Bain, Blackstone, KKR, Sources Say

Drone manufacturer ACSL’s share price up 10% amid emergence of Hong Kong-based Oasis Management as largest shareholder

Oasis becomes largest shareholder of drone developer ACSL with over 10% stake

In Tokyo, being a listed company is losing its luster

Top executives at activist firms AVI and Oasis: ‘The change in Japanese companies has been dramatic’

Oasis could seek appraisal rights in Itochu CTC buyout -Oasis founder

Oasis CIO comments on portfolio company Tsuruha Holdings: ‘I’m fine if the company privatizes’

Funds begin bidding up to JPY600 for Tsuruha Holdings amid delisting considerations

Japan’s Tsuruha mulls sale after proxy battle with Oasis, sources say

Oasis acquisition of CTC shares becomes topic of discussion: Does the fund aim to replicate the past outcome of FamilyMart’s tender offer?

Oasis holds 6% of CTC shares as Itochu plans to make it a wholly owned subsidiary