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.

2023년 5월

How Hedge Fund Ideas Fared in 2022 as Sohn HK Returns in Person

Bloomberg

How Hedge Fund Ideas Fared in 2022 as Sohn HK Returns in Person

Oasis increases stake in Tsuruha to 12.84%

Unizo bankruptcy: pursuit of responsibility looms over former management; will investigation of EBO procedures lead to damages claims?

Digital Garage announces new medium-term plan, refuses ‘split’ proposal

The Unizo bankruptcy: regional banks and JA to bear the brunt, no debt owed to Mizuho Bank

Former Fujitec chairman of Fujitec, who was removed from office, now suing over ‘defamation by shareholders’

Shareholder proposals call for higher share prices, boards impacted by revamps

Tokyo Metro Government’s concession company Tokyotokeiba Co. becomes target of Hong Kong activists

Corporate defense advisory business beginning to resemble ‘a new form of corporate blackmailing’: activist advent has intensified the information war between companies and shareholders

Unizo bankrupt, Hong Kong fund sued over bond redemption in 2022

FamilyMart tender offer was ‘too cheap:’ the full story behind the company’s efforts to combat ITOCHU, and the district court decision that says ‘the special committee did not function properly’

Fujitec’s former chairman makes shareholder proposal seeking election of eight directors

FamilyMart takeover bid too cheap, court says: ‘Special committee did not fulfill its role’

Activist fund Oasis files Japan court appeal in challenge to fair value of deals

Fund appeals Famima tender offer price decision by district court, says source

Investors seek to break through Japan Inc’s ‘value trap’

Activist investor in Fujitec will oppose any proposal to reappoint President Okada

Fujitec’s major shareholder Oasis: ‘Former chairman’s lawsuit is baseless’ (Japanese Only)

Fujitec chairman from founding family dismissed for ’abuse of power’ (Japanese Only)

Elliott and other activists shake corporate Japan into action on investor returns

Fujitec outside directors resigns, creating stalemate between internally nominated directors and those nominated by an opposing fund

Fujitec outside director Endo resigns (Japanese Only)

Activist takes stake in TOKYOTOKEIBA CO., raising expectations of management reforms-hot stocks (Japanese Only)

TOKYOTOKEIBA Co. up 9% amid speculation resulting from discovery of stake by Hong Kong-based Oasis

Fujitec rebounds sharply, removes chairman Uchiyama – Increased activist presence – Hokuetsu Corp., Fuji Media also in focus

Fujitec’s major shareholder Oasis: ‘Former chairman’s lawsuit is baseless’ (Japanese Only)

Fujitec Chairman Dismissed (Japanese Only)

Fujitec replaces dismissed board chair with Oasis-nominated outside director (Japanese Only)

Japan, a nation of ‘activist shareholders’: corporate value created through dialogue (Japanese Only)

Activists return to exorcise unresolved corporate governance issues (Japanese Only)