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.

April 2024

What exactly is the path toward a better Kao? We speak with Seth Fischer, CIO of ‘strongest activist’ Oasis (summary translation)

Nihon Securities Journal

What exactly is the path toward a better Kao? We speak with Seth Fischer, CIO of ‘strongest activist’ Oasis (summary translation)

Hong Kong investment fund Oasis Management mulls submitting shareholder proposals to Kao ahead of next shareholders meeting (summary translation)

Activist investor Oasis urges Japan’s Kao to reduce brands

Activist Oasis reveals 3% Kao stake in battle for change at Japan cosmetics firm

Oasis Management revealed to have more than 3% stake in Kao Corporation: Could submit shareholder proposal [ahead of] next shareholders meeting (summary translation)

Oasis CIO says he plans to ‘turn Kao into a global leader’ amid reveal of more than 3% stake in the company (summary translation)

Companies cannot let their guard down even when P/B ratios are over 1x: Shareholder activism’s new horizon (summary translation)

Hong Kong fund Oasis requests that Kao increase its number of female directors (summary translation)

Kao vs. activist fund Oasis: Implicit pressure already on top management (summary translation)

Oasis Chief Investment Officer criticizes Kao for failure to invest in important brands, declining margins, calls for change (summary translation)

Hong Kong-based investment fund Oasis Management requests Kao reduce number of offered products (summary translation)

Kao becomes Oasis’s ‘new target:’ Stock price temporarily up 7% following claim that it would exceed ¥10,000 (summary translation)

Kao Corporation’s stock price up 7% amid calls by investment fund for improved marketing (summary translation)

Activist Oasis calls on Japanese cosmetics firm Kao to improve marketing

Kao Corp. Shares Rise After Activist Investor Urges Action to Reach ‘Full Potential’

Kao shares jump as activist investor Oasis calls for improved performance

Activists request that Kao reduce number of brands to improve corporate value, criticizes management (summary translation)

Here are the top investment ideas out of the Sohn conference, including an e-commerce play

Taisho Pharmaceutical’s ‘absurdly cheap MBO’ continues to attract criticism at heated EGM: No comments from Uehara family throughout session, questions raised about decision-making process (summary translation)

Special Report: Legal battle with shareholders awaits; Taisho Pharmaceutical HD – Hopes placed on activists (summary translation)

Kumagai Gumi reaches 18-year high amid enlarged stake by Oasis (summary translation)

March AGM season is in full swing: Focus is on activist-owned stocks (summary translation)

Investment fund Oasis raises stake in Kumagai Gumi, where it made shareholder proposals last year (summary translation)

Activist investor Oasis builds stake in sandwich maker Greencore

Oasis files petition regarding pricing of [CTC] shares in relation to Itochu’s acquisition of CTC as wholly owned subsidiary (summary translation)

Predicting the stock prices of ‘[cash] rich’ companies: Will the companies hoarding 18 trillion yen in cash begin to use that money toward growth investments? (summary translation)

Tsuruha to become part of Aeon: The ripple effect of the ‘2-trillion-yen drug alliance’ – Aeon worked quickly and will acquire investment fund’s entire stake (summary translation)

Hong Kong-based investment fund Oasis targets Tsuruha, Japan’s second largest drugstore, and Ain, the leading dispensing pharmacy operator (summary translation)

Activist fund Oasis says it may take legal action over Taisho’s management buyout

Ain Holdings share price soars following reveal of activist investor’s increased stake: Potential for industry restructuring seen positively? (summary translation)