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 2024

Kobayashi Pharmaceuticals stock skyrockets following online report by Bunshun that the company will go private via MBO (summary translation)

DZH Nihonkabu News

Kobayashi Pharmaceuticals stock skyrockets following online report by Bunshun that the company will go private via MBO (summary translation)

Tsuruha gives in to Aeon – The [Japanese drugstore industry] is set to undergo a major reorganization (Part 1)

Activists bullish on Japanese equities, looking for large-cap stocks to take advantage of sharp market drop

Mercari’s share price rose significantly following emergence of Oasis Management as 6th largest shareholder with 3.96% stake

Attention from Seven & i and the mystery of Ain Holdings’ ‘mind-blowing acquisition: A consequential AGM, and an even more bizarre decision to acquire Francfranc one month prior

Takeover bid for SUNCORPORATION completed: U.S.-based investment fund to acquire 18% stake

Kobayashi Pharmaceutical withdraws from benikoji supplement business: ‘The former chairman should be held accountable,’ says President Yamane

P/B ratios of Hokkaido-based retailers in a slump: Ain Holdings among those that received shareholder proposals

Digital Garage’s share price rebounded in latter half of the day following revelation of Oasis Management’s increased stake in the company from 12.5% to 15.42%

Activist shareholder holds more than 5% stake in Pasona Group

Results of Ain Holdings AGM disclosed: 31% opposed to the reappointment of Kiichi Otani as company’s president

July 2024 large shareholding reports: Hong Kong-based investment fund’s new stake in Kobayashi Pharmaceutical revealed – Company presidents of Kusuri no Aoki, Daikokuya, etc. reduce their shareholdings

Ain Holdings President Kiichi Otani’s approval rating drops to 68% at company’s AGM

Revelations of activists’ large holdings drive share purchases: Heiwa Real Estate’s share price temporarily up 10%

Hong Kong-based fund Oasis owns more than 5% of Pasona

Ain AGM on July 30: Attention centers on company’s relationship with Seven & i

Oasis Secures Proxy Advisor Support for Upcoming Ain AGM as Ain Fails to Address Governance & Transparency Concerns

Ain Holdings’ AGM: What will shareholders choose to do?

Kobayashi Pharmaceutical’s share price up by over 5% becomes top gainer following revelation of Oasis Management’s large shareholding

Oasis Management becomes major shareholder of Kobayashi Pharmaceutical

‘The Amazon effect’ reaches Japanese healthcare sector: Welcia and others begin selling prescription drugs online – A turning point in the narrowing down and reorganization of Japanese drugstores

Kao Corporation opens KATE flagship store in Shibuya, featuring low-priced cosmetics for young consumers: The company’s first directly managed store amid move to consolidate brands

Japan’s Taisho Pharma faces claim over buyout price from Curi RMB, Oasis

Oasis Management proposes dismissal of Kusuri no Aoki’s president, sues top executives for compensation

Oasis takes larger bite of sandwich maker Greencore

Activist investor Oasis sues top executives of Japan’s Kusuri No Aoki

Record number of activist proposals call for management-related changes rather than dividend increases

Hokuetsu Corporation president just barely reappointed: Ongoing reorganization creates opening for activist to intervene

Oasis Management founder says Japan asset managers are activists’ ‘strongest allies’ amid increasing support

38% of shareholders were in favor of Oasis Management’s proposal to dismiss Hokuestu President Sekio Kishimoto