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 8월

A discerning gaze falls on the influence of founding families: Tsuruha HD rejects ‘activist shareholder’s’ proposals in Hokkaido

Asahi Shimbun

A discerning gaze falls on the influence of founding families: Tsuruha HD rejects ‘activist shareholder’s’ proposals in Hokkaido

: Tsuruha: Hong Kong fund’s proposals rejected at AGM; company proposals approved

Momentum behind drugstore re-reorganization, activist shareholders cause stir at Tsuruha

How do activist shareholders view the Japanese market? Stocks still cheap, still much to be done with corporate governance

What will happen at Tsuruha and Aoki? Governance and restructuring on the agenda at Aeon investees

Aeon endorses Tsuruha’s proposed director appointments, heightening chances of approval at AGM

Shareholder meeting looms…. Will Tsuruha be able to survive the activist offensive?

Tsuruha HD’s ‘founding families’ at crossroads amid investment fund’s shareholder proposals

U.S. advisory firm ISS supports Hong Kong fund’s proposals to appoint directors at Tsuruha HD

Activists target general contractors, demand returns at general meetings

Oasis submits shareholder proposals to drugstore operator Aoki Holdings over election of outside directors, etc.

Japan drugstore Tsuruha, facing activist pressure, says its board needs insiders

From the boardroom – Oasis makes shareholder proposal to Tsuruha HD -goes after founding families for inappropriate mixing of private and corporate affairs, as well as board directors for inaction

Behind the scenes at Toyo and Fujitec: Who will take control? Corporate governance questioned at 2023 shareholders’ meetings (summary translation)

Oasis submits shareholder proposals to Tsuruha regarding outside director appointments, etc., CIO says ‘Tsuruha should be a leader of industry restructuring’

Oasis refutes Tsuruha’s claims, says of founding family’s influence that ‘it’s impossible for a father to properly supervise his child’

Long-established video game company aims to reissue classic titles, turn back the clock (summary translation)

Tsuruha HD ‘prioritizes founding family,’ fund shareholder sees issues; Oasis CIO: ‘We have been in dialogue for three years and are disappointed’

Surging stocks turn Tokyo into hot job market for fund managers

Tsuruha to oppose fund proposal; Oasis side: ‘Difficult for parents to oversee their children’

Hong Kong fund calls for Tsuruha to improve governance

Hokuetsu Corp. President Kishimoto’s reappointment approval rating drops to 65%

Hong Kong fund’s vision of ‘a drug industry with 3 or 4 companies’ behind its request for reforms at Tsuruha

Daio Kaiun and others oppose reappointment of Hokuetsu Corp. president ahead of AGM

Record shareholder proposals seen amid AGM season’s peak; 600 companies hold meetings, calls for greater shareholder returns

Record shareholder proposals seen amid AGM season’s peak: 600 companies hold meetings, calls for greater shareholder returns

Slew of shareholder proposals submitted to general contractors, requests include share buybacks

The next target is Tsuruha HD, as Oasis seeks to restructure the drugstore industry; fund aims to strengthen governance and improve performance

The next target it Tsuruha, as Oasis seeks to restructure the drugstore industry; fund aims to strengthen governance and improve performance

Hong Kong fund insists on appointment of [new] outside directors, requests support from fellow Tsuruha shareholders