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。

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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14

2023年7月

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

Jiji Press

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13

2023年7月

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

Toyo Keizai

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13

2023年7月

Surging stocks turn Tokyo into hot job market for fund managers

路透社

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08

2023年7月

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

《日经新闻》

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05

2023年7月

Hong Kong fund calls for Tsuruha to improve governance

Yomiuri Shimbun

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04

2023年7月

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

《日经新闻》

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01

2023年7月

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

The Asahi Shimbun

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29

2023年6月

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

《工业新闻日刊》

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29

2023年6月

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

《日经新闻》

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29

2023年6月

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

日经新闻

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27

2023年6月

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

《日经新闻》

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26

2023年6月

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

Toyo Keizai

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26

2023年6月

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

Toyo Keizai

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23

2023年6月

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

Hokkaido Shimbun

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