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.

2024년 7월

Oasis Management becomes major shareholder of Kobayashi Pharmaceutical

The Nikkei

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

Japan asset managers back corporate governance push, Oasis founder says

Corporations bid farewell to idle cash: Recruit Co., Ltd. reduces sleeping assets by ¥1 trillion

Oasis Management releases statement to Ain Holdings ahead of July AGM

Oasis Management opposes appointment of Ain Holdings’ outside director candidate, cites potential bid obstruction

Oasis Management opposes appointment of Seven-Eleven’s vice president as board member of Ain Holdings

AGM season [in Japan] reaches peak: Companies’ top executives face increasing scrutiny and low appointment approval rate in the 60% range amid issues surrounding capital efficiency and business misconduct

A record high of 91 companies received shareholder proposals this year: AGMs of 670 companies reach peak, decentralization expected to advance

Activist investor Oasis launches campaign against Japan drug store chain Ain

Stocks to watch in July: AIN HD, Japan’s largest pharmacy operator, shaken by executive conviction and activist shareholders amid rapid growth resulting from new location strategy – Rest of pharmacy industry revels in Ain’s misfortune

Reduction of cross-shareholdings, disappearing stable shareholders, management teams under pressure – Focal points of the 2024 AGM season

Daio Kaiun supports proposal to dismiss Hokuetsu Corporation President Sekio Kishimoto

At least 90 listed Japanese companies have received shareholder proposals ahead of AGM season

Hong Kong-based Oasis Management calls for dismissal of some Ain Holdings directors ahead of company’s AGM

Special Feature – A new era for individual shareholders: Activist fund Oasis Management’s momentum may continue for another 24 years following drugstore and dispensing pharmacy industry restructuring debacle

Tsuruha’s reliance on Aeon Co. to realize ‘strongest alliance:’ Were the activists right all along?

Activists becoming more active as June AGMs approach… Are ‘activist stocks’ a good buy? (summary translation)

Japanese stocks: ‘External pressure’ is a catalyst – Focus of activist arguments shift from returns to earning power (summary translation)

Japan companies hog the spotlight as hedge funds tout their top Asia picks

Oasis’s Fischer Sees 70% Upside if Kobayashi Pharma Engages with Oasis