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.

February 2024

Oasis opposes Taisho Pharmaceutical MBO, says price is ‘too low’

Reuters Japan

Oasis opposes Taisho Pharmaceutical MBO, says price is ‘too low’

More global activists than ever before, particularly at Japanese and European companies

Retail reshuffling reflects shrinking domestic consumption

Aeon Co. leads retail restructuring: industry to witness birth of drugstore coalition worth ¥2 trillion in annual sales amid [Aeon’s] acquisition of Tsuruha shares, increasing stake to more than 25%

Aeon to increase its stake in Tsuruha to 26%, negotiating with Hong Kong fund to potentially create major alliance

Aeon to buy more Tsuruha shares, negotiating with fund in hopes of creating giant drugstore alliance

Aeon negotiating to acquire shares in Tsuruha, which together with industry leader Welcia would bring total [annual] sales to more than 2 trillion yen… will there be an industry reorganization?

Aeon begins exclusive negotiations with Oasis for acquisitions of Tsuruha shares

Japan’s Aeon in exclusive talks to buy Tsuruha stake from Oasis

As China’s markets stumble, Japan rises toward record

Activist shareholders triple presence in 5 years, following Japanese firms’ P/B ratio reforms

Tender offer for Itochu subsidiary causes another stir: Another chance for Oasis

Are the ‘black ships’ friend or foe? The companies entrusting activists to serve on their boards of directors

Kusuri no Aoki eyeing ¥500 billion yen in net sales by fiscal 2026

Investment fund Oasis acquires 9.9% stake in Septeni

: Investment fund Oasis holds 6.9% of DIC shares, looks to make key proposals

Funds stirring at Lifenet: will the company’s financial turnaround invite calls for restructuring?

Dai-ichi Life extends clever ‘bear hug takeover bid’ in battle for Benefit One

Issues raised by the Alps Alpine lawsuit by Oasis: Is it permissible to revise earnings forecasts downward and not disclose them?

Japan’s Tsuruha Draws Interest from Bain, Blackstone, KKR, Sources Say

Drone manufacturer ACSL’s share price up 10% amid emergence of Hong Kong-based Oasis Management as largest shareholder

Oasis becomes largest shareholder of drone developer ACSL with over 10% stake

In Tokyo, being a listed company is losing its luster

Top executives at activist firms AVI and Oasis: ‘The change in Japanese companies has been dramatic’

Oasis could seek appraisal rights in Itochu CTC buyout -Oasis founder

Oasis CIO comments on portfolio company Tsuruha Holdings: ‘I’m fine if the company privatizes’

Funds begin bidding up to JPY600 for Tsuruha Holdings amid delisting considerations

Japan’s Tsuruha mulls sale after proxy battle with Oasis, sources say

Oasis acquisition of CTC shares becomes topic of discussion: Does the fund aim to replicate the past outcome of FamilyMart’s tender offer?

Oasis holds 6% of CTC shares as Itochu plans to make it a wholly owned subsidiary