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.

March 2024

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

Nihon Securities Journal

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)

Oasis Management CIO says company ‘will consider all possible options’ regarding [possible] completion of Taisho Pharmaceutical MBO (full translation)

Oasis owns significant 9.60% stake in drugstore operator Ain HD (summary translation)

Hong Kong fund acquires large stake in dispensing pharmacy operator Ain HD and ‘may make important proposals’ (summary translation)

Oasis Management CIO remains ‘very bullish’ on Japan, says there is plenty of room for more M&A deals (summary translation)

Japan Ahead: Oasis Management’s Fischer Remains ‘Very Bullish’ on Stocks

Aeon embarks on industry restructuring: A 10-trillion-yen company at last, Aeon has succeeded in cajoling Tsuruha and Welcia into a merger

JAE completes tender offer for its own shares; NEC applied even amid shareholder objection

Tsuruha and Welcia to merge by 2027, led by Aeon

Aeon’s long-held dream of conducting a major drugstore industry reorganization under the banner of fostering ‘global companies’

Welcia-Tsuruha merger sparks drugstore industry reorganization: A major alliance worth 2 trillion yen in [annual] sales is born

Tsuruha Holdings to become part of Aeon and merge with Welcia Holdings by end of 2027

Competition Intensifies: Restructuring looms closer – Tsuruha to become part of Aeon – Trigger for talks with ‘activist shareholder’

JAE share price down by 3% due to continued selling following the rejection of Oasis’ injunction over soon-to-expire tender offer

Japan retailer Aeon to merge with drugstore chains Tsuruha and Welcia

Hazama Ando tops expected dividends ranking despite decrease in net profit – Financial Results Ranking (#2): Expected dividend yields for the fiscal year ending March 31, 2024

The Present and Future of Governance – Tokyo Disney operator’s shares targeted again; Mitsui Fudosan invests as part of its ‘core business’

Fund files injunction against NEC’s sale of subsidiary shares

Tsuruha HD shares temporarily up 14% on possibility of merger with Welcia HD

Hong Kong investor files court injunction on NEC’s JAE stake sale