05
April 2024
Kao becomes Oasis’s ‘new target:’ Stock price temporarily up 7% following claim that it would exceed ¥10,000 (summary translation)
Nihon Securities Journal
04
April 2024
Kao Corporation’s stock price up 7% amid calls by investment fund for improved marketing (summary translation)
Reuters
04
April 2024
Activist Oasis calls on Japanese cosmetics firm Kao to improve marketing
Reuters
04
April 2024
Kao Corp. Shares Rise After Activist Investor Urges Action to Reach ‘Full Potential’
WSJ
04
April 2024
Kao shares jump as activist investor Oasis calls for improved performance
Bloomberg
04
April 2024
Activists request that Kao reduce number of brands to improve corporate value, criticizes management (summary translation)
Jiji Press
03
April 2024
A Better Kao
www.abetterkao.com
03
April 2024
Here are the top investment ideas out of the Sohn conference, including an e-commerce play
CNBC Pro
27
March 2024
Taisho Pharmaceutical’s ‘absurdly cheap MBO’ continues to attract criticism at heated EGM: No comments from Uehara family throughout session, questions raised about decision-making process (summary translation)
Toyo Keizai
25
March 2024
Careers – Investment Analyst -Korea Team (Hong Kong Office)
21
March 2024
Special Report: Legal battle with shareholders awaits; Taisho Pharmaceutical HD – Hopes placed on activists (summary translation)
Nihon Securities Journal
21
March 2024
Kumagai Gumi reaches 18-year high amid enlarged stake by Oasis (summary translation)
Kabushiki Shimbun
19
March 2024
March AGM season is in full swing: Focus is on activist-owned stocks (summary translation)
Nihon Securities Journal
18
March 2024
Investment fund Oasis raises stake in Kumagai Gumi, where it made shareholder proposals last year (summary translation)
cReuters Japan
15
March 2024
Activist investor Oasis builds stake in sandwich maker Greencore
Financial Times
13
March 2024
Oasis files petition regarding pricing of [CTC] shares in relation to Itochu’s acquisition of CTC as wholly owned subsidiary (summary translation)
The Nikkei
12
March 2024
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)
The Nikkei
11
March 2024
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)
Toyo Keizai
11
March 2024
Hong Kong-based investment fund Oasis targets Tsuruha, Japan’s second largest drugstore, and Ain, the leading dispensing pharmacy operator (summary translation)
M&A Online
08
March 2024
Activist fund Oasis says it may take legal action over Taisho’s management buyout
Reuters
08
March 2024
Ain Holdings share price soars following reveal of activist investor’s increased stake: Potential for industry restructuring seen positively? (summary translation)
Hokkaido Shimbun
07
March 2024
Oasis Management CIO says company ‘will consider all possible options’ regarding [possible] completion of Taisho Pharmaceutical MBO (full translation)
Bloomberg
06
March 2024
Oasis owns significant 9.60% stake in drugstore operator Ain HD (summary translation)
Reuters Japan
06
March 2024
Hong Kong fund acquires large stake in dispensing pharmacy operator Ain HD and ‘may make important proposals’ (summary translation)
Yomiuri Shimbun
04
March 2024
Oasis Management CIO remains ‘very bullish’ on Japan, says there is plenty of room for more M&A deals (summary translation)
Bloomberg
04
March 2024
Japan Ahead: Oasis Management’s Fischer Remains ‘Very Bullish’ on Stocks
Bloomberg TV
29
February 2024
Aeon embarks on industry restructuring: A 10-trillion-yen company at last, Aeon has succeeded in cajoling Tsuruha and Welcia into a merger
The Nikkei
29
February 2024
JAE completes tender offer for its own shares; NEC applied even amid shareholder objection
The Nikkei
29
February 2024
Tsuruha and Welcia to merge by 2027, led by Aeon
The Nikkei
29
February 2024
Aeon’s long-held dream of conducting a major drugstore industry reorganization under the banner of fostering ‘global companies’
The Nikkei