Oasis에 관한 기사

전략, 매매 아이디어, 또는 사례연구에 대한 그 어떤 예도 설명 및 토론만을 목적으로 하며, 과거 또는 미래 전략이나 특정 전략의 성과 또는 성공 가능성을 나타내는 것은 아닙니다. 본 문서에 언급된 투자 기회가 향후 주어질 것이라는 보장은 없습니다. 어떠한 모델에 언급된 투자가 실행되었을 경우에 수익을 낼 것이라고 가정해서는 안 되는데, 이는 무엇보다도 본 문서에 언급된 가정이 실현되지 않을 수도 있기 때문입니다. 이 프레젠테이션에서 언급된 모든 특정 투자 또는 사례연구는, Oasis가 해당 투자의 평가를 위해 활용하는 투자 프로세스 및 분석을 설명하려는 목적에 한해, 객관적이며 실적에 기반하지 않는 기준에 의거하여 선정되어 본 문서에 포함되었습니다. 과거 투자 목록은 요청 시 제공됩니다(손실 투자 포함). 항상 그러하듯, 과거 성과가 반드시 미래의 결과를 암시하는 것은 아닙니다.

August 2022

Fujitec Establishes a Third-Party Committee to Investigate Transactions Related to Founding Family (JPN Only)

Nikkei

Fujitec Establishes a Third-Party Committee to Investigate Transactions Related to Founding Family (JPN Only)

Asia Hedge Funds Scoop Up Alibaba, Sea After Stock Rout

Oasis buys more of Hokuetsu Corp, increasing stake to 11.89%

The Fundie Paying Big Money to Train Female Directors in Japan

New Hong Kong Rules Will Create 1300 More Board Seats for Women

Analysis: No longer silent, Japan asset managers flex muscle in legacy to Abe

Top Executive Exits Invite Purchase Orders: A Focus on the Type of Governance that Can Draw Out Company Potential (JPN Only)

Shareholder Meetings, New Tensions: Fujitec Withdraws Proposal to Reappoint its President just 1 Hour Before AGM (JPN Only)

Unusual Withdrawal of Proposals ahead of this Year’s AGM (JPN Only)

Warren Buffet has Advice for the Barbarians at Japan’s Gates

More than one company withdraws a proposal just before their AGM: the reappiontment of Fujitec’s president, ‘defense measures’ at Toyo Kensetsu; a decreasing number of tacit shareholders challenges these companies’ ability to get their way (JPN Only)

Fujitec Withdraws Proposal to Reappoint President just before the General Shareholders’ Meeting (JPN Only)

Fujitec’s President “Flees the Enemy” One Hour before the Shareholders’ Meeting with the Withdrawal of a Reappointment Proposal amid Opposition from an Activist Shareholder (JPN Only)

Fujitec President “Should be Appointed by an Independent Board”: Oasis (JPN Only)

Fujitec’s Annual General Meeting Draws Attention; Will Campaigns Employing Independent Surveys Catch On?

Fujitec withdraws proposal to reappoint president as director

Fujitec withdraws proposal to reappoint president 1 hour before shareholders’ meeting

An unprecedented development amid ‘activist shareholder’ opposition! The withdrawal of a president’s appointment proposal

Fujitec withdraws proposal to reappoint president as director, accused by shareholders of “avoiding accountability”

Fujitec withdraws proposal to reappoint President Uchiyama to the Board of Directors before its AGM

Fujitec withdraws proposal to reappoint president as director just before general meeting

Governance risks surrounding founding families exposed: the conspicuous presence of “activist shareholders”

An unusual withdrawal of a proposal to reappoint the president just one hour before the AGM… A foreign fund’s opposition and allegations of “suspicious transactions involving the founding family” (JPN Only)

Highlights of the 2022 AGM season: ‘A list of 77 shareholder proposals,’ a new record for proposals submitted to companies that settled in March

The ‘pre-approved outside directors’ serving parent-child listings: a mud-slinging battle with activists highlights the issue

Activists’ evolving requests… taking issue with founders’ benefits, calling for decarbonization

‘Outside directors should challenge management!’ A big-name international activist speaks out; which companies will be targeted next? An interview with Seth Fischer, CIO at Oasis Management

Two U.S. advisory firms recommend opposition to reappointment of Fujitec president

Sexual harassment, BoJ revolving doors… activists take new aims for this year’s AGMs

Shareholders indict the founder! Turbulence expected at major elevator company’s AGM