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。

2023年7月

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

《日经新闻》

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

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

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

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

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

Long-established video game company aims to reissue classic titles, turn back the clock (summary translation)

Tsuruha HD ‘prioritizes founding family,’ fund shareholder sees issues; Oasis CIO: ‘We have been in dialogue for three years and are disappointed’

Surging stocks turn Tokyo into hot job market for fund managers

Tsuruha to oppose fund proposal; Oasis side: ‘Difficult for parents to oversee their children’

Hong Kong fund calls for Tsuruha to improve governance

Hokuetsu Corp. President Kishimoto’s reappointment approval rating drops to 65%

Hong Kong fund’s vision of ‘a drug industry with 3 or 4 companies’ behind its request for reforms at Tsuruha

Daio Kaiun and others oppose reappointment of Hokuetsu Corp. president ahead of AGM

Record shareholder proposals seen amid AGM season’s peak; 600 companies hold meetings, calls for greater shareholder returns

Record shareholder proposals seen amid AGM season’s peak: 600 companies hold meetings, calls for greater shareholder returns

Slew of shareholder proposals submitted to general contractors, requests include share buybacks

The next target is Tsuruha HD, as Oasis seeks to restructure the drugstore industry; fund aims to strengthen governance and improve performance

The next target it Tsuruha, as Oasis seeks to restructure the drugstore industry; fund aims to strengthen governance and improve performance

Hong Kong fund insists on appointment of [new] outside directors, requests support from fellow Tsuruha shareholders

Hong Kong-based Oasis announces shareholder proposals at Tsuruha, seeks abolition of chairman post

Japanese companies see record number of shareholder proposals

Elevator Maker Showcases Growing Shareholder Activism in Japan

Elevator Maker Showcases Growing Shareholder Activism in Japan

Oasis Management CIO Seth Fischer talks Kumagai Gumi, Hokuetsu, and his ‘reasons for opposing the president’s reappointment’

Shareholder proposal to Tsuruha HD by Hong Kong fund requesting appointment of outside directors

Japan’s Stock Market is Booming. Here’s Why

Oasis submits shareholder proposal to Tsuruha HD regarding outside director appointments, future business mergers

Oasis’s shareholder proposals to Tsuruha Holdings include the appointment of outside directors, says CIO Fischer

Oasis opposes reappointment of Kumagai’s president; pursues accountability for poor performance

: Japan’s Stock Market is Booming. Here’s Why