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

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

Seth Fischer of Oasis Management on Japan Economy, Kobayashi Pharma

Teijin surges: Oasis revealed as major shareholder in shareholder meeting materials (summary translation)

Picking stocks: Paying attention to ‘activists’ can help foster stronger returns -Digging deeper into IR materials (#4) (summary translation)

Kobayashi Pharmaceutical’s share price temporarily surges: Investment fund Oasis Management expects 70% increase (summary translation)

Rio Tinto, Japan and AI Feature at Sohn Forum in Hong Kong

AGMs are changing, and shareholders’ voices are growing stronger (summary translation)

Kusuri no Aoki’s share price rebounds: Stake increase by investment fund raises restructuring speculations (summary translation)

Top Hedge Fund Managers Highlight Opportunities in Asia and Beyond

Oasis Management increases presence [in Japan] amid submission of shareholder proposals to Hokuetsu and Kao (summary translation)

Stocks held by ‘activist shareholders’ make gains despite market losses and amid heightened expectations of improved capital efficiency (summary translation)

World Business Satellite – [Oasis] to meet with Kao’s management team (televised news report)