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6月

General contractors like Kumagai Gumi face strong demands from activists: will they be able to improve corporate value?

《日经新闻》

General contractors like Kumagai Gumi face strong demands from activists: will they be able to improve corporate value?

Tsuruha Holdings: Oasis seeks appointment of outside directors with shareholder proposal

Hong Kong fund seeks appointment of outside directors at Tsuruha Holdings, perhaps aiming to improve corporate governance

Japanese Stocks Still Cheap, Oasis CIO Fischer Says

Japanese Stocks Still Cheap, Oasis CIO Fischer Says

Record high of 82 companies receive shareholder proposals, investors seek improved returns and better governance

Report reveals Oasis has a 6.5% stake in Lifenet (summary translation)

Former Murakami Fund affiliate opposes reappointment of Cosmo president, appeals to other shareholders

Activist shareholders seek to boost Japanese firms

Activists on the offensive, seek shareholder returns from Japanese companies; more shareholder proposals than ever before

Hedge funds pushing for Japan returns get help from Tokyo exchange

Oasis acquires 5.5% stake in Kusuri No Aoki

Oasis acquires 5.5% stake in Kusuri no Aoki, according to filings

China recovery looms large at Sohn 2023 hedge fund conference

Chinese Stocks Make Comeback at Sohn HK Hedge Fund Summit

How Hedge Fund Ideas Fared in 2022 as Sohn HK Returns in Person

Oasis increases stake in Tsuruha to 12.84%

Unizo bankruptcy: pursuit of responsibility looms over former management; will investigation of EBO procedures lead to damages claims?

Digital Garage announces new medium-term plan, refuses ‘split’ proposal

The Unizo bankruptcy: regional banks and JA to bear the brunt, no debt owed to Mizuho Bank

Shareholder proposals call for higher share prices, boards impacted by revamps

Tokyo Metro Government’s concession company Tokyotokeiba Co. becomes target of Hong Kong activists

Corporate defense advisory business beginning to resemble ‘a new form of corporate blackmailing’: activist advent has intensified the information war between companies and shareholders

Unizo bankrupt, Hong Kong fund sued over bond redemption in 2022

FamilyMart tender offer was ‘too cheap:’ the full story behind the company’s efforts to combat ITOCHU, and the district court decision that says ‘the special committee did not function properly’

FamilyMart takeover bid too cheap, court says: ‘Special committee did not fulfill its role’

Activist fund Oasis files Japan court appeal in challenge to fair value of deals

Fund appeals Famima tender offer price decision by district court, says source

Investors seek to break through Japan Inc’s ‘value trap’

Elliott and other activists shake corporate Japan into action on investor returns