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 11월

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

The Nikkei

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

Activists have abandoned their ‘guns blazing’ approach to prioritize dialogue: Focus on high dividends and stock buybacks a thing of the past

Pizza Express hires Goldman after proposal to take slice of Wagamama-owner

Pizza Express adds twist to Wagamama Miz

Pizza Express owner considers offer for UK rival TRG

Pizza Express owner eyes Wagamama

Wagamama parent gets offer feelers from Pizza Express owner

Pizza Express mulls bid for Wagamama owner

Monex share price reaches a high while leaving Oasis Management disappointed

Monex set to sell core business to Docomo in unique M&A

Toyo Seikan Group to accelerate share buybacks, break free of ultra-low P/B ratio while considering unrealized gains

: Wagamama’s Activist Menu is Gaining Traction

Fujitec president says during inaugural press conference that he’s eager for dialogue with activist shareholders

Fujitec president says uproar between investment fund and founding family was ‘a catalyst for change’

Fujitec’s new president ‘breaks away from focus on founding family’

Restaurant Group’s £7.5m dowry to Chiquito buyer

Founding governance in the crosshairs: a need for those who understand the ‘public gaze’

The drugstore reshuffling: its Aeon’s move; a departure from loose alliances

Healthy opposition’ emerging in capital markets: an equilibrium of tensions between companies and shareholders

Inevitably, momentum behind the ‘siege of Tsuruha’ strengthens even amid consecutive investment fund defeats; key shareholder Aeon and continuing turbulence for [Tsuruha’s] founding family

Aoki HD shareholders reject all five proposals made by Hong Kong investment fund

Drugstore industry to be consolidated into ‘3 groups;’ the reorganization epic being penned by ‘activists’

Shareholder Aeon not content with Tsuruha’s flawless victory; 2nd-ranked drugstore is at a critical juncture, even after shooting down investment fund’s proposals

Tsuruha’s management team not out of the fire yet; fund’s proposals rejected at AGM but restructuring momentum gains momentum amid narrowing room for store openings