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.

2023년 4월

Activist takes stake in TOKYOTOKEIBA CO., raising expectations of management reforms-hot stocks (Japanese Only)

Nikkei

Activist takes stake in TOKYOTOKEIBA CO., raising expectations of management reforms-hot stocks (Japanese Only)

TOKYOTOKEIBA Co. up 9% amid speculation resulting from discovery of stake by Hong Kong-based Oasis

Japan, a nation of ‘activist shareholders’: corporate value created through dialogue (Japanese Only)

Activists return to exorcise unresolved corporate governance issues (Japanese Only)

Electrical machinery giant’s subsidiary company rumored to merge with another major machinery manufacturer, aim is to eliminate the influence of an activist shareholder (JPN Only)

[Editorial] Corporations should improve governance, not run from activists (JPN Only)

How to advance a dysfunctional board of directors: ‘If there are no women, change the management team’ (JPN Only)

The challenges of corporate management in Japan as seen by an activist investor; Seth Fischer, Chief Investment Officer at Hong Kong-based investment fund Oasis Management Group (JPN Only)

Daio Paper is a ticking bomb: an explosive mixture of deep-seated resentments, declining performance, and activists (JPN Only)

Activist shareholders on the offensive; calling EGMs to end revolving-door appointments (JPN Only)

Enter the activist: Tsuruha fears become reality (JPN Only)

Daio Paper is a ticking bomb: an explosive mixture of deep-seated resentments, declining performance, and activists

(Capitalism NEXT – For whom the company exists: #10) Do we need quantitative targets for the promotion of women? (JPN Only)

Oasis establishes large stakes in Uchida Yoko and Tsuruha Holdings (JPN Only)

Hong Kong fund submits proposal regarding spinoffs and other measures to Digital Garage (JPN Only)

Investment fund Oasis owns 6.77% of Sanken Electric, according to report (JPN Only)

Activists scramble to target small-to-mid-cap stocks during the ‘Autumn of Anticipation’ (JPN Only)

Oasis extends tender offer for Raysum at 1,700 yen per share (JPN Only)

3 ways to deal with activist shareholders, Ricoh’s management of business-specific KPIs (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)

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

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

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

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)