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。

27

2023年11月

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

《日经新闻》

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16

2023年11月

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

路透社

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16

2023年11月

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

彭博社

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15

2023年11月

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

彭博社

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14

2023年11月

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

彭博社

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09

2023年11月

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

Nihon Securities Journal

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08

2023年11月

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

《日经新闻》

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07

2023年11月

Activists have abandoned their ‘guns blazing’ approach to prioritize dialogue: Focus on high dividends and stock buybacks a thing of the past

Toyo Keizai

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30

2023年10月

Pizza Express hires Goldman after proposal to take slice of Wagamama-owner

Sky News

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26

2023年10月

Pizza Express owner considers offer for UK rival TRG

《金融时报》

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26

2023年10月

Wagamama parent gets offer feelers from Pizza Express owner

路透社

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15

2023年10月

Monex share price reaches a high while leaving Oasis Management disappointed

Nihon Securities Journal

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15

2023年10月

Monex set to sell core business to Docomo in unique M&A

《日经新闻》

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05

2023年10月

Toyo Seikan Group to accelerate share buybacks, break free of ultra-low P/B ratio while considering unrealized gains

Nihon Securities Journal

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20

2023年9月

Fujitec president says during inaugural press conference that he’s eager for dialogue with activist shareholders

Sankei Shimbun

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19

2023年9月

Fujitec president says uproar between investment fund and founding family was ‘a catalyst for change’

Jiji Press

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19

2023年9月

Fujitec’s new president ‘breaks away from focus on founding family’

日经新闻

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12

2023年9月

Restaurant Group’s £7.5m dowry to Chiquito buyer

《泰晤士报》

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06

2023年9月

Founding governance in the crosshairs: a need for those who understand the ‘public gaze’

日经新闻

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22

2023年8月

The drugstore reshuffling: its Aeon’s move; a departure from loose alliances

日经新闻

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22

2023年8月

Healthy opposition’ emerging in capital markets: an equilibrium of tensions between companies and shareholders

日经新闻

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20

2023年8月

Inevitably, momentum behind the ‘siege of Tsuruha’ strengthens even amid consecutive investment fund defeats; key shareholder Aeon and continuing turbulence for [Tsuruha’s] founding family

Toyo Keizai

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17

2023年8月

Aoki HD shareholders reject all five proposals made by Hong Kong investment fund

Yomiuri Shimbun

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17

2023年8月

Drugstore industry to be consolidated into ‘3 groups;’ the reorganization epic being penned by ‘activists’

World Business Satellite (“WBS”), TV Tokyo

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16

2023年8月

Shareholder Aeon not content with Tsuruha’s flawless victory; 2nd-ranked drugstore is at a critical juncture, even after shooting down investment fund’s proposals

Toyo Keizai

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11

2023年8月

Tsuruha’s management team not out of the fire yet; fund’s proposals rejected at AGM but restructuring momentum gains momentum amid narrowing room for store openings

日经新闻

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